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Securing Your Loved Ones: A Step-by-Step Guide to Life Insurance
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...
Read MoreWill Power
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...
Read MoreThe Reverse Budget: Save First, Then Enjoy Life - Guilt-Free!
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...
Read MoreYour 8 Step Summer Financial Checkup
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...
Read More5 Cost-Saving Strategies for Extended Care
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...
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How to Teach Kids About Money
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
Read MoreBefore 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 MoreShould 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 MoreAre 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 MoreThe 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 MoreEnd-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 MoreGiving 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 MoreDo 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 MoreRetirement 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 MoreDefined 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 MoreSeptember 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 MoreHow 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 MoreAre 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 MoreHow 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 More4 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 MoreMid-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 More5 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...
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