Blogs
A Roth IRA–Explained
When it comes to saving for retirement, there are many options available. One of the current popular options is the Roth IRA. But what exactly is a Roth IRA, and how does it work? An IRA, individual retirement account, by definition is a retirement savings account in...
Fall In Love With Your Finances
Spread the love this Valentine’s Day by falling back in love with your finances! 💗 Similar to a loving partner, your finances can support and empower you to achieve your dreams, as long as you invest the time and effort to nurture and grow them. So why not start...
The Importance of Estate Planning: Protecting Your Legacy
As we go through life, we accumulate assets, savings, and investments. These are the results of our hard work, dedication, and perseverance. We want to make sure that these are protected and pass on to our loved ones after we are gone. Estate Planning can be a crucial...
Trim Your Future Tax Bill by Thinking Ahead
Don’t procrastinate when it comes to prepping for tax season. The tax code can be a labyrinth to navigate. Nevertheless, taking action now – while you, your financial advisor and accountant have time to think through the possibilities and maximize your 2024 tax...
What to do after a loved one passes away
When someone close to you dies, the whirlwind of emotions and planning can be paralyzing. And if you’re the heir in charge or executor of your loved one’s will, decision-making and to-dos are a heavy weight on your shoulders. You’ll need to be up for this huge...
Life-Changing Events Change Your Taxes, Too
Legislation and life – two things guaranteed to change your federal tax situation. Here are a few major milestones you’ll need to tell your tax pro and your advisor about as soon as possible. The former can find credits you qualify for and dig up deductions, while the...
Healthy, Wealthy and Wise
The connection between health and wealth is more than a Benjamin Franklin quote. It turns out that saving and investing for retirement, preparing for major life changes, and providing financial guidance and education along the way can have a substantial impact on both...
Financial Resolutions For 2025
Start the new year right by reviewing and revamping your financial plan! Instead of hauling out those familiar New Year’s resolutions about keeping a journal or drinking more water, how about focusing on your financial well-being? As we step into the year 2025, its...
Are your important documents secure and accessible?
Pop quiz: In an emergency, could your loves ones find your current will and power of attorney? If you had to evacuate your home, could you quickly get your hands on your passport, deeds and keepsakes? Are your documents in a watertight, fireproof safe, or scattered...
The Psychological Side of Spending Your Retirement Savings
Many investors worry about outliving their savings. As a result, they sometimes underestimate what they can comfortably spend in retirement. For years, you’ve been saving and investing for retirement. But what happens when you finally retire and it’s time to switch...
A business owner’s guide to year-end tax planning
Tax mitigation strategies can help the bottom line. While these are by no means exhaustive, these tax ideas can be a great starting point for year-end planning. With a complex and ever-changing tax code, it’s a good idea to schedule a meeting with your financial...
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