Retirement
Tips for Lowering Taxes in Retirement.
Blog"Tips for Lowering Taxes in Retirement" So many financial articles talk about the importance of saving for retirement and how much money you should have saved to retire comfortably. While that is certainly an important topic, considering how these savings will be...
Roth IRA Considerations for the High-Income Earner
BlogRoth IRA Considerations for the High-Income Earner Firstly, I’m amazed we are already in October! It seems like 2024 just started, but alas we are only 3 months away from entering a new year. As we think about how quickly time flies, it’s good to...
Caring for Elderly Family Members
BlogCaring for Elderly Family Members Often referred to as a “sandwich generation” there are many adults these days that are caring for both their own children as well as aging family members. Whether you have kids of your own, or they are already grown and...
Is Social Security Really Going Bankrupt?
Blog“Is Social Security Really Going Bankrupt?" Unless you’re living under a rock, you’ve heard some version of the statement that social security is running out of money and that we shouldn’t be counting on it for future retirement income. While there are certainly...
The Increase in Americans Retiring Overseas
Blog“The Increase in Americans Retiring Overseas” America can be an expensive place. Having personally lived overseas, it’s not to say that other areas are always cheaper, but the reality is that more and more Americans are finding retirement locations that they love...
Tax Disparity
BlogMay 3rd, 2024 “Tax Disparity” As we come into an election year, there will many different topics discussed and debated, but one that will likely come up is our country’s budget deficit (now over $33 Trillion) and how increasing taxes could help to offset this...
Are we Living in the Roaring 20’s?
Blog“Are we Living in the Roaring 20’s?" With all of the negative headlines that are easy to pick up on and read about on the news it can sometimes be lost on us what we are currently experiencing. Coming out of COVID in 2020, net worths are at all time highs, stock...
Humility Comes with Experience
BlogHumility Comes with Experience The more time I spend in finance, the more I realize how little we truly know or how foolish it is to try and predict what is going to take place. I’m convinced that if someone is absolutely certain of their belief of what will...
7 Important Ages for Retirement Planning
Blog“7 Important Ages for Retirement Planning" The amount of decisions and timeframes that arrive at your doorstep as you head into retirement can be overwhelming. It’s hard to keep track of what age you become eligible for Medicare vs. when you can take social...
Maximize Social Security in 2024
Blog Maximize Social Security in 2024 Securing a prosperous retirement involves deciphering the complexities of Social Security benefits. This week’s post aims to unravel the intricacies of the Social Security calculation process and expound on four ways you...
Retirement for the Next Generation
BlogRetirement for the Next Generation We have written posts in the past about setting your children up for retirement which you can find here. In this article, we wanted to dive in deeper to this concept of a Custodial IRA (sometimes called a minor IRA). I also...
Common Financial Scams Targeting Older Adults
Blog“Common Financial Scams Targeting Older Adults” As our world becomes ever more digital, it is easier and easier for scammers to present legitimate appearing situations that end up being financial scams targeted at the elderly. I’ve personally had friends and...
“Avoiding Common Retirement Pitfalls“
Blog“Avoiding Common Retirement Pitfalls" There's no such thing as one-size-fits-all retirement planning and planning the perfect retirement may be a pipe dream. For many folks, their view of what retirement will look like tends to change after the first few months...
“How Much is Enough?”
Blog“How Much is Enough?" This question is always relative. How we answered this question in our 20’s might be very different to how we answer in our 40’s, 50’s or beyond. Additionally, who we hang around and compare ourselves to (dangerous!) also plays a big...
“The Increase in Americans Retiring Overseas”
Blog“The Increase in Americans Retiring Overseas” America can be an expensive place. Having personally lived overseas, it’s not to say that other areas are always cheaper, but the reality is that more and more Americans are finding retirement locations...
“How Americans Save, Spend and Invest”
Blog "How Americans Save, Spend and Invest" Ever since the pandemic hit us in early 2020, something that has been very interesting to watch is how Americans save, spend, and invest their money. While during COVID lockdowns, our spending choices looked...
Getting Financially Organized
Blog“Getting Financially Organized” Getting organized and staying disciplined can be difficult with any area of life. Sometimes when results can be visibly seen it can be a motivator (think staying fit or keeping your house clean). However, when it comes to...
Caring for Elderly Family Members
Blog Caring for Elderly Family Members Often referred to as a “sandwich generation” there are many adults these days that are caring for both their own children as well as aging family members. Whether you have kids of your own, or they are already grown and...
A Checklist as you Approach Retirement
“A Checklist as you Approach Retirement"Retirement Planning can be a tricky and complex landscape. As you close in on retirement it’s vitally important that you have your “ducks in a row” and do everything you can to ensure you are set up for the best chance of...
“Estate Planning and Your Financial Legacy”
Blog “Estate Planning and Your Financial Legacy” Estate planning can be a daunting and complex concept, but it doesn’t need to be. This week, we highlight a post from Scott Monk over at Charis Legacy Partners as he breaks down the basic concepts within...
‘Setting your Sights on 2023’
Blog“Setting your Sights on 2023" The thought of new year’s resolutions makes some people cringe. Imagine what our 2022 goals looked like in January of last year compared to what actually happened. While we may not have as crazy of a year in 2023, something...
‘The Highlights from Secure Act 2.0’
Blog“The Highlights from Secure Act 2.0" In late 2019, Congress passed Setting Every Community Up for Retirement Act 1.0 (SECURE). This revised rules around retirement saving, including raising the age for required minimum distributions to 72 and eliminating...
End of Year Financial Considerations
“Don’t let the year finish without considering some of these financial moves”
‘Do Midterm Elections Move Markets?’
“I’m glad that mid-term elections are behind us. The question remains: Do they really impact the stock market?”
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