Financial Stability
A big part of planning for your retirement future is accounting for the “what-ifs.” No matter how careful anyone is, unexpected changes can occur: accidents, illness, and deaths. That’s where
April 27, 2024
News & Updates
Fine-Tuning Your Retirement
It’s been a while since the Secure Act of 2022 came about, but it’s time to refocus on its impact in 2024. Did you know that, beginning in 2024, Roth
April 19, 2024
Financial Conflict Between Couples
Strategists who work with couples have found there to be a few conflicts that are most common between them. Different priorities: financial management done predominately by one partner, helping adult
April 12, 2024
What Happens?
We’ve been asked a few questions regarding what happens to those portions of your estate that aren’t treated consistently with what you say in your will. Many people assume wills
April 5, 2024
Roth IRA Vs Traditional IRA
Having just taken a look at your traditional IRA, you may be wondering if the time is now to convert it to a Roth IRA. Choosing between a Roth and
March 30, 2024
It’s That Time of Year
It’s usually around this time of year, when individuals are preparing paperwork for filing their tax returns, that we are asked what the deadlines for contributions are, and what happens
March 16, 2024
The Busyness of Life
What does retirement really, truly mean? What are your plans for after you retire? We’ve been thinking about this recently. Many would define it as “retreating from the ‘busyness’ of
March 9, 2024
Bridge the Gap
We’ve heard many times that it’s a good idea for retirees to put off receiving Social Security payments, as waiting can allow you to get more out of them than
March 2, 2024
Stay Active During Retirement
Retirement is a new beginning. As a new retiree, you enter a new stage of your life, where your time is now regulated by you and you alone, rather than
February 24, 2024
Money in College Savings Accounts Can Instead Be Put Towards Retirement
Starting in 2024, due to the Secure Act 2.0, up to $35,000 of the money in a 529 college savings account to be rolled over to a Roth IRA for
February 22, 2024
Seven Different Ways
We thought we’d bring to your attention an article recently published by AARP that discusses seven different ways retirement income will be different this year: “For most people, retirement finance
February 2, 2024
A Sudden Influx of Cash?
Annuities are one way to leverage a sudden influx of cash that may or may not have been expected, such as a bonus, inheritance, or sale of a small asset
January 27, 2024