Financial
How to Plan for Inflation in Retirement
Inflation is something everyone is dealing with right now. However, we focus on retirement planning. We want to help ease the minds of those trying to secure their retirement or…
Read MoreMid-Year Tax Strategies You Should Consider
We recently sat down with one of our good friends Steven Jarvis CPA to discuss tax strategies everyone should be considering whether they’re currently in the middle of retirement planning…
Read More401k Versus IRA: Which is Better for Your Retirement?
If you’re saving for retirement, you’ll need to know the difference between a 401k versus IRA. You may even have both types of accounts. While trying to secure your retirement,…
Read MoreHow Do Required Minimum Distributions and QCDs Work?
Today we’re going to discuss two main, important aspects when trying to secure your retirement: RMDs and QCDs. But before we go any further, it’s important to define these acronyms…
Read MoreWhen is Cash Good?
“Cash is king” is a phrase that many people say. And while many people put their money into investments to grow, there are times when cash is a good asset…
Read MoreTax Planning Versus Tax Preparation
One thing that most people are concerned about is their taxes. People work hard for their money and want to keep as much of it in their pockets as possible.…
Read MoreThe Retirement Bucket Strategy
Structuring your retirement plan is key if you want to secure your retirement. If you’re younger and still earning a healthy income, your goal is likely to have more risk.…
Read MoreSocial Security Questions Answered
Social Security is such a key part of retirement planning, but people have a lot of questions that they never ask about. If you’re relying on Social Security to secure…
Read More5 Medicare Mistakes to Avoid
Medicare is crucial when trying to secure your retirement because private health insurance is very expensive. And if you’re in retirement without any form of insurance, you’re one medical emergency…
Read MoreBonds Versus Bond Alternatives
If you’ve been learning or actively engaged in trying to secure your retirement, you know that investments are a wise choice. And a portfolio of 60/40 is what most people…
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