Financial
What Issues Should You Consider Before You Retire?
Are you considering retiring? After working your entire life, you’ve come to this beautiful ending where you’ve hit all your milestones to secure your retirement and can pursue the things…
Read MoreMaximizing Tax Benefits by “Bunching” Charitable Contributions
Taxes are something very few people are excited to talk about. We know that it’s far more exciting to talk about maximizing tax benefits when trying to secure your retirement.…
Read More2023 1st Quarter Economic Update
Andrew Opdyke was our special guest on this past week’s podcast. If you’ve read through our blog or listened to our podcast before, you know that Andrew is who we…
Read MoreRetirement Withdrawal Strategy
If you’re like most people, you’ve worked a lot, put money into retirement and relied on your paycheck to pay the bills. A lot of time goes into retirement planning,…
Read MoreWhy Review Beneficiary Designations Annually
Retirement planning is a long process. When you first start trying to secure your retirement, your life may be entirely different than it is today. One topic that we’re passionate…
Read MoreSocial Security Spousal Benefit
Heather Schreiber is someone who we hire as a consultant to help us with the many iterations of Social Security planning. She is our special guest on this week’s podcast,…
Read MoreImplementing Your Retirement Plan
Last month, we started a conversation on the retirement planning process, which you can read here or listen to on our podcast. In that episode, we discussed: At this point,…
Read MoreI’m 66 – Can I Retire?
Are you 66 years old and wondering, “Can I retire?” You’re not alone. We have a lot of clients come to us for retirement planning that ask this very question.…
Read MoreDo You Need a Trust in Retirement?
Estate planning is something we talk about a lot. For many clients, estate plans can be very complicated because it’s an extra step in their retirement planning process. However, we…
Read MoreHow Secure Act 2.0 Could Affect Your Retirement
Denise Appleby was our special guest this past week. She’s our consultant for IRA and 401(k) planning, and she is an invaluable asset for our clients. However, this week she’s…
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