Most people know little to nothing about sequence of returns risk. The subject doesn’t make for the most interesting topic for cocktail party discussions. Even though, some refer to it as your biggest retirement risk. Reason being, sequence of returns…
Most of us have likely been in a conversation and said, “That reminds me of a scene in the movie…” to emphasize a point. Movies have a powerful way of presenting memorable situations where real life decisions and money…
Nobody likes to talk about the two certainties of life: death and taxes. So much so that we delay important decisions on how to deal with our assets for our heirs. On this episode, Cameron Hendricks and Grayson Blazek…
You may have seen more news stories mentioning Opportunity Zones of late, but there are still plenty of questions surrounding this part of the latest tax reform. Today we’re discussing the ins and outs of investing in Opportunity Zones…
Rolling over your 401K is a complicated process so we brought in a few experts, Angela Keeley-White and Heather Gudac, that have helped our clients rollover hundreds of 401K’s. Understanding the unexpected roadblocks surrounding a 401K rollover is a…
Ask yourself how you feel about your financial future? Do you feel it’s secure and well planned out or are you just winging it? Winging it is a great idea for a Sunday afternoon drive or deciding to…
Financial advice has long been a male dominated industry. Women represent 51% of the US population, but only 23% of CFP® professionals are women and this percentage has stagnated over the past decade. Why is there a feminine famine…
You’ve just sold your business. Or maybe you received an inheritance. Making decisions on how to handle the lump sum proceeds can be paralyzing. We all have that fear of making a mistake with the money and when…
Have you checked out the new federal tax forms? Waiting until the last minute to prepare your taxes this year will leave you surprised. With the new tax code, it’s a good idea to give yourself plenty of time…
It wasn’t that long ago that the most popular television show in America was named “Who wants to be a Millionaire?” Before that, in the 1980s, we were enamored with “Lifestyles of the Rich and Famous.” There’s something about the…
