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Monday, November 27, 2023

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...

Tuesday, September 5, 2023

Life insurance is often that elephant in the room we'd rather not discuss. But, as uncomfortable as it might be, having this conversation is vital. September is National Life Insurance Awareness Month, which makes it the perfect time...

Friday, August 4, 2023

What would happen if something unexpected happened to you? I get it, no one likes to think about their own mortality, but, considering what happens to your assets after you're gone is a massive responsibility. Shockingly, only...

Thursday, July 6, 2023

Imagine you are trying to fill out your budget. As you go through the exercise it starts to feel tedious and restrictive. To me, this sounds resembles a calorie restricted diet that leads to feeling deprived and sometimes guilty. But...

Friday, June 2, 2023

Once summertime hits, time seems to slow down. The holiday season is over, your taxes are complete, and vacation days are already scheduled. If you find yourself with some much-deserved relaxation time scheduled for the upcoming months...

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Friday, May 19, 2023

How will I pay for my long-term care? Long-term care, also known as extended care, can be a significant financial burden for many families. This will affect nearly 70% of ALL Americans!1 And to make it worse, the cost of...

Thursday, March 30, 2023

Talking about money with family can be difficult, especially with children. Being honest about money with your kids, talking about values, and leading by example are some ways parents can begin to make sure the next generation is set up for

Friday, March 3, 2023

While doing your taxes always feels a bit tedious, these five tips can help you stay the course for filing your 2022 tax return.

Monday, February 27, 2023

Deciding on when to claim your Social Security benefits will depend on several factors like your personal health and financial situation.

Monday, February 27, 2023

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...

Thursday, February 2, 2023

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.

Tuesday, November 29, 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...

Wednesday, October 26, 2022

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...

Sunday, October 9, 2022

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...

Tuesday, September 27, 2022

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...

Tuesday, September 13, 2022

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...

Monday, August 29, 2022

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....

Tuesday, August 23, 2022

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...

Monday, August 15, 2022

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...

Monday, August 1, 2022

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.

Tuesday, July 19, 2022

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...

Wednesday, July 6, 2022

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...