Financial
Mid-Year Tax Planning – Why is it So Important?
Why are we talking about tax planning in the middle of the year? Mid-year tax planning allows you to get everything in order before the end of the year to…
Read MoreWhat If You Need Long Term Care?
Long term care (LTC) is a part of retirement planning, but it’s surely not as fun and exciting as planning vacations or taking up hobbies. Twenty years or so ago,…
Read MoreDoes The Rule of 100 Work in Retirement?
A rule of thumb around risk is the “Rule of 100.” If you haven’t heard of this rule before, we’ll outline everything for you below so that you have a…
Read MoreHow To Manage Risk in Volatile Markets
Growing your money to secure your retirement is something that everyone should do as part of their retirement planning. Active management, which is what we do, is something that clients…
Read MoreImportant Age Milestones
Important age milestones seem to come in waves, especially once you secure your retirement. A lot of rules around financial planning and tax issues impact people at different ages, which…
Read MoreWhy You Need a HIPAA Authorization
Estate plan packages are something we advise all of our clients to think about, and it often starts with a discussion of a will, power of attorney, and if the…
Read MoreWhat 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,…
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