Financial Planning

Facing down the fear of running out of money in retirement

Facing Down the Fear of Running out of Money in Retirement

Facing Down the Fear of Running out of Money in Retirement Tips to avoid one of the biggest retirement worries that all of us will face Retirement is a major milestone that brings many life changes. One thing that doesn't change for most people: the…


Saving for College

Saving for College Higher education provides your children with lifelong advantages. This video explains the importance of getting started with a college savings strategy as soon as possible. Contact us today to learn more.


2021 Tax Rates and Deductions

The New IRS Tax Rates and Deductions for 2021 Although a year away, your 2021 tax planning should have already started Amidst all the pandemic news and 2020 election drama, many might have missed that the IRS also quietly published new 2021 tax…


Year End Financial Check List for Working Professionals

Year-end Financial Checklist for Working Professionals

Year-end Financial Checklist for Working Professionals Set yourself up for success in the new year with a financial checkup. Here are some essential year-end tax, planning, and financial housekeeping items to consider. 1. Maximize contributions to…


Determining When to Take Social Security Benefits

Determining When to Take Social Security Benefits The benefits of postponing until your full retirement age Social Security is an asset that is taken for granted by many folks. If you are tempted to take Social Security early, when first eligible at…


How to Maximize your Employee Benefits During Open Enrollment

How to Maximize your Employee Benefits During Open Enrollment

How to Maximize your Employee Benefits During Open Enrollment Reviewing your benefit choices to maximize what your employer offers Open enrollment for employee benefits usually kicks off around November 1st. Before you plan your Thanksgiving menu,…


Retirement Saving Strategies for Saving in Your 50s

Retirement: Strategies for Saving in Your 50s

Countdown to Retirement: Strategies for Saving in Your 50s Strategies for saving in your 50s Many retirees today are redefining the “golden years.” Forget about endless days of leisure. Retirees seek adventure, travel, and new business pursuits.…


Saving for retirement

Why Should You Start Saving for Retirement Now?

Why Should You Start Saving for Retirement Now? You are busy dealing with life’s day-to-day issues. To you, retirement may seem like a long way off. But preparing now for your financial future is essential because what you do today can help ensure a…


Covid Colleges

COVID Forcing Some Colleges to Close Forever

COVID Forcing Some Colleges to Close Forever College savings tips – because the costs of college are not going down As if the country needed another divisive topic, the debate about reopening schools this fall is splitting communities, educators and…