These are completely unprecedented times and we hope, above all else, everyone is staying safe and focusing on health and family. I imagine that this period will not soon be forgotten, and we will always remember what we did and how we managed through this crisis. Hopefully the spring will bring in some good news in regards to COVID-19 and we may be able to ease back into our new normal soon.
Read MoreAre you gearing up for retirement and starting to “check the boxes” as you make the final push to this next chapter? Retirement is an extremely exciting time and something we strive for our whole lives. Although this is a great time to look forward to, there are some aspects to prepare for emotionally as you get closer as well.
Read MoreA very significant piece of legislation was just recently signed into law that will go into effect January 1st, 2020, yet many individuals and business owners are unaware of the act and its significant impacts to their retirement and planning considerations.
Read MoreHere we are starting another new year. Resolutions are everywhere, and maybe a few have been broken already. One of the areas many people think about at the start of a new year is how to be proactive with their finances.
Read MoreIt’s not just another new year but a new decade! Typically, each year as we move into a new calendar year the IRS adjusts contribution limits to retirement plans to account for inflation.
Read MoreFinancial Planning for families and individuals with special considerations can be challenging. There are some great tools to help but finding time to learn about them can be difficult, even on a good day.
Read MoreIn my opinion, everyone needs a resource when it comes to financial planning. Notice, I use the phrase “resource”, and recognize that you probably have one whether you realize it or not.
Read More“How much money do I need to retire?” This seems to be the most common question that comes up in developing a retirement plan, but is this the right question to ask?
Read MoreWhen you reach retirement, it can be helpful to break out your expenses in two different categories: needs and wants. The idea is to match up guaranteed income sources to provide an income stream that will take care of your fixed “needs”.
Read MoreLabor Day Weekend is over and it’s almost time to pack up the lawn games and gardening tools. While we transition from a season of cleaning up around the house and enjoying the sun, it can be a great time to get serious and dive back into many aspects of our lives to finish the year strong.
Read MoreThe 2019 golf season just wrapped up recently and Rory McIlory lifted the FedEx Cup honoring the best golfer over the course of the year.
Read MoreEquity compensation can be extremely lucrative and a huge aid in building long term wealth, but these plans can also be extremely complex to navigate and, if not handled properly, can derail retirement plans very quickly due to risks involved with single stock concentration.
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