Why you need a Financial Plan
Do you ever ask yourself, “At what age can I retire?” Or, “Am I saving enough to help pay for my child’s college education or buy a new home?” These are financial goals and the best way to answer these…
Planning the End of Your Life
We are an aging population in the US. In 2009, there were 39.6 million people over the age of 65. In 2030, there is expected to be 72 million in that age bracket which will be about 19% of the…
Planning for a Second Marriage
Planning for a Second Marriage Should Sally sell one or both of her homes? Should Frank sell his home? Who should be the beneficiary on Frank’s 401k? Do they need to redo their wills? What tax implications will they have…
Let’s Make A Plan…
Have you seen the new CFP® TV commercial yet (take a look here)? Pretty Interesting. The commercial is currently airing on stations that include History Channel, Travel Channel, HGTV, ESPN, MSNBC, CNN and Fox News. The CFP Board, who issues…
Will the 2010 Estate Tax Repeal Impact You?
When Congress left town on Christmas Eve, it failed to address a major issue – the repeal of the federal estate tax…
Turn Your ‘What Ifs’ into ‘What’s Next’ with These Retirement Stepping Stones, Ep #210
Many who approach retirement view it as the ultimate goal, but you could have 30+ years to experience the retirement you’ve worked to build. While much of retirement planning is focused on the numbers, people often fail to intentionally plan…
End-of-the-Year Financial Checklist
The end of 2023 is quickly approaching. Before your calendar is filled with holiday parties and finding the perfect gift for your next White Elephant gift exchange, here are some financial checklist items you might consider before saying goodbye to…
Are You an Above-Average Investor?
Are you an above-average driver? Well, the reality is that ~80% of drivers think they are above average, even though that’s mathematically impossible. And it is not limited to driving, as a number of studies show people rate themselves as…
Make the Most Out of Your Open Enrollment Period
It is that time of year again! As we approach the holiday season, many employers will open their employee benefits enrollment period for the year ahead. Are you prepared to take full advantage of the benefits that are offered? Beyond…
The Benefits of a Wealth Management Relationship – Part 2, Ep #199
Warren Buffet has said, “investing is simple, but not easy.” If even the Oracle of Omaha admits that investing isn’t easy, what does that mean for the rest of us? And what happens when our very human tendencies collide with…
