A clear investing approach for creating lasting, inflation-adjusted retirement income
Ask Yourself These Questions:
How much can I safely spend?
How much investment risk can I handle?
Are my retirement savings in the right place?
Do I have enough retirement savings to last my lifetime?… Read More
The end of the year is when a lot of deadlines come up.
So, as we head to the end of the year, now is a great time to make sure your financial plan is still on track.
And it’s wise to use a checklist to see where you are and what you should do.… Read More
Donating to a cause you care about is rewarding. Unfortunately, not all charities are created equal.
Taking the proper precautions before giving ensures that your donations go to the people and organizations you want to help—and that you’re meeting both your personal and financial goals.… Read More
When, Why, and How To Choose A Plan That’s Right For You
(especially if you’re already enrolled)
Whether you’re looking into Medicare for the first time, or taking advantage of annual enrollment to update your strategy, we’ve broken down the critical choices you must make into a simple decision-making tool (including the easy-to-understand questions you MUST ask yourself before choosing a plan).… Read More
The 2017 Tax Cuts and Jobs Act (“TCJA”) created incredible estate planning opportunities for savvy Americans. However, the massive changes introduced by the SECURE Act of 2019 have made many estate strategies outdated. If you haven’t created or reviewed your estate plans in light of these new rules, you’re at risk of…
Accidentally disinheriting your spouse (because of an outdated trust or estate strategy) Failing to take advantage of a temporary tax window (just through 2025) Shortchanging your loved ones by leaving Uncle Sam too much of your hard-earned money
Forcing your loved ones to liquidate their inheritance to pay taxes (because IRA rules changed) All because your will, trust, or estate plan hasn’t been updated to reflect the new laws.… Read More
Planning for your Social Security benefit isn’t just about estimating the monthly check you’ll receive in the mail. There’s a right way and a wrong way to look at Social Security.
S
The wrong way
I need this money as soon as possible because I paid into the system and deserve it.… Read More
Identity theft hits your finances, but also can affect your taxes too
Identity theft is one of the fastest growing crimes in the United States, with as many as 10% of Americans over age 16 victims last year, according to a bulletin from the Bureau of Justice Statistics.… Read More
A clear investing approach for creating lasting, inflation-adjusted retirement income
Ask Yourself These Questions:
How much can I safely spend?
How much investment risk can I handle?
Are my retirement savings in the right place?
Do I have enough retirement savings to last my lifetime?… Read More