This is an important question that we are asked often. And while retirement isn’t one size fits all, we’ll give you some scenarios to consider that may be right for you. Oftentimes, the desire to retire is based on a … Continue reading
Category Archives: Financial Planning
30 July 2020
When Can I Retire?
3 June 2020
Tax-Savvy Retirement Planning
With over 70 million baby boomers in the United States, how many are celebrating their 65th birthday every day? Retirement is right around the corner for many. Are you prepared with a tax-savvy retirement plan? While many boomers are rewriting … Continue reading
21 May 2020
How to Pay for College Tuition
For many, these last few weeks have been filled with hope and celebration as graduating seniors look toward the future and think about what it will be like to attend college. What will higher education look like in the fall? … Continue reading
8 May 2020
Making Lemonade out of Lemons
Staying healthy is top of mind around the globe right now. People are taking extra steps to ensure wellness, slowing down to create order out of chaos, and prioritizing what is most important in life. It’s natural to feel uncertain … Continue reading
11 February 2020
Is a Donor-Advised Fund Right for You?
Donor-advised funds (DAFs) have been on the up-tick over the past decade. According to the National Philanthropic Trust 2019 Donor-Advised Fund Report, the sky-rocketing growth has led to nearly double the amount of recommended grants—over $23 billion—to qualified charities over … Continue reading
Do you have questions about withdrawing from your IRA? We like to describe the IRA as a bell curve, hopefully growing up over the years, and then slowly draining over the rest of your life expectancy, starting at age 70 … Continue reading
Are you trying to figure out what to save? How much? Where to put it? This can be very daunting. Make sure you sit with your financial advisor to go over the details of retirement planning. Here are a few … Continue reading
It is no secret that there are a lot of factors that go into planning for retirement. It is also important that each one gets addressed individually, and carefully. Many people stress over these issues, or even do not know … Continue reading
As the workforce grows ever more competitive, obtaining that college degree is more important than ever. Unfortunately, the costs of secondary education are on the rise, increasing more than 75 percent in many areas of the country over the past … Continue reading
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