Financial
How Do Financial Advisors Get Paid?
When people come to us for financial advice, and particularly retirement planning, they have a very important question to ask: how do financial advisors get paid? You’re entrusting an advisor…
Read MorePlanning for Medicaid – What You Need to know!
A lot of our clients that are in the midst of retirement planning hear about Medicaid planning. Since there are a lot of questions and misconceptions surrounding planning for retirement…
Read MoreHow to Avoid a Scam!
Trusting your retirement savings with someone else is difficult. If you’ve spent your life working hard, the last thing you want to do is lose your retirement because of a…
Read MoreHow Does a Variable Annuity Work?
A variable annuity is another type of investment that you can make and add to your retirement account. When we talk about variable annuities, it’s important to fully understand what…
Read MoreShould You Pay Off Your Mortgage?
When does it make sense to pay off your mortgage? There’s a lot to consider when thinking about paying off your mortgage. Your home is likely one of the most…
Read MoreHow to Manage Your Money and Your Risk Exposure
If you’re trying to learn how to manage your money and your risk exposure, you may be asking: how can I invest when the world’s economies are so uncertain? COVID-19…
Read MoreHow to Convert an IRA to a Roth IRA
Is a Roth conversion right for you? Moving your money from a traditional IRA or 401k and into a Roth IRA can be a smart choice for your future finances.…
Read MoreHow the SECURE Act and Cares Act Affect Your IRA
Changes made in 2019 have affected a lot of people’s retirement accounts and how they work for their beneficiaries. It’s important for anyone with an IRA to know how the…
Read MoreBuy and Hold is Dead: Why Risk Management is Fundamental in Today’s World
Buy and sell investments were all the rage just a few years ago. People would invest in a new, hot tech stock, hold on to it and reap the benefit…
Read MoreHow Does Inflation Affect Retirement?
Are you concerned about how inflation is going to affect your retirement savings? There’s a lot of talk right now about inflation and how it’s going to change in the…
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