Before Completing Your 2022 Tax Return, Keep These 5 Filing Tips in Mind
While doing your taxes always feels a bit tedious, these five tips can help you stay the course for filing your 2022 tax return.Read More
Should I Take My Social Security at Age 62?
Deciding on when to claim your Social Security benefits will depend on several factors like your personal health and financial situation.Read More
Are You Saving Enough?
We don’t often talk about it, but Americans are in trouble. The savings rate in America today is so poor, the powers that be created a weeklong campaign with the sole purpose of encouraging us to SAVE! They call it...Read More
The SECURE 2.0 Act Passed. 5 Ways it can Affect Your Retirement
The SECURE Act 2.0 is poised to: adjust the age caps on traditional IRAs and increase access to tax-advantaged retirement savings accounts. We’re outlining the most prominent changes of this new act and how they may affect your retirement.Read More
End-of-the-Year Money Moves in 2022
For most of us, this year has been as complicated as learning a new dance. As I write this I can hear the "Cha-Cha Slide" playing in my mind. You started a new job this year? ("Sliiiide to the left") Leave a job? ("Sliiiide to the...Read More
Giving Season Has Arrived! Here's 5 Ways to Maximize Your Giving Strategy
It's the most wonderful time of year and before you know it, the holidays will be here. If you are anything like me, you like to give all year round but especially during the holiday season. In order to maximize your gifting abilities...Read More
Do I Need a Will?
What would happen if you passed away without a Will? A will is one of the most basic yet important estate-planning documents that can help you transfer your assets with ease. A will might be that little bit of grease that can make the...Read More
Retirement Strategy: How Much Should I Save?
Have you ever wondered "Will I outlive my retirement money?" This is the single most common fear I hear voiced while meeting with clients who are starting to prepare for their retirement years.Getting TO retirement, getting COMFORTABLE...Read More
Defined Benefit vs. Defined Contribution Retirement Plans
If you are receiving a pension, whether it be public or private along with Social Security, you are the beneficiary of a defined benefit. On the other hand, if you are receiving a monthly payout from a retirement plan that you (and...Read More
September Is Life Insurance Awareness Month
Life insurance is one of those topics that we as a culture, DO NOT like to talk about. No one wants to think about their eventual end. Talking about passing away in the very distant future is often uncomfortable, talking about...Read More
How to Use Life Insurance and Protect Your Family
Imagine the worst day of your life. Your spouse, the person you love the most in this world (outside of our children) just passed away, unexpectedly. Not only will there be a great void in your personal life but financially as well....Read More
Are You Gambling With Your Retirement?
If you are like most Americans, you likely don't consider contributing to your employer-sponsored retirement plan as a gamble. Many Americans think about investing in their Retirement accounts such as a 401(k), 403(b), 457, Traditional...Read More
How Do I Travel On a Budget? 5 Tips
Many Americans and many retirees often forego a vacation and for most people, it comes down to budgeting or feeling like you can never quite afford the vacation. It's my opinion that a trip away should be fun and rejuvenating, it...Read More
4 Yearlong Tax Tips for Retirees
One of the biggest risks you will face in retirement is Taxation. Most people are working with a fixed amount of money in retirement and the money is not only for the beginning years, but it has to last all the way through retirement.Read More
Mid-Year Financial Check-In: Are You on Track?
We are a little more than halfway through 2022 and before you know it Fall will be here. Whether you’re excited for the cooler months ahead or just trying to relish every last bit of summer, now is a great time to slow down and...Read More
5 Common Estate Planning Mistakes to Avoid
Our last blog was about the most important estate planning documents that everyone should have. This week, we want to talk about some of the very common mistakes we see when dealing with new clients regarding their estate plans. One of...Read More