Let’s Celebrate
/
How much progress has been made in 25 years?
Read MoreBlog
Preparing for Tomorrow: A Resource for Lawyers
/
Are you a lawyer looking to retire and need help with an exit plan?
Read MoreWhat is Medicare?
/
Here is why it is important to choose wisely when selecting Original Medicare or a Medicare Advantage plan.
Read MoreChanges Coming to Medicare Part D
/
There are some changes Part D subscribers will see beginning in 2025.
Read MoreFinancial Top 10 List for Grads
/
Top 10 list for graduates as they transition to financial independence.
Read More
Communication is Key
/
What information will your loved ones need to know if you’re no longer here?
Read More
Account Types: Roth IRA (Part 1 of a 5 Part Series)
/
Do you know what a Roth IRA account can do for you?
Read More
Maximizing Your Contributions
/
Don’t miss out on opportunities to contribute money towards your retirement accounts and potentially lower your taxable income. Here is some helpful information about contribution limits and how they apply.
Read MoreThe Value of Bonds
/
I love to organize—papers, closets, financial lives, and anything else that I can get my hands on. To me, it’s exciting to take chaos and create order. Being an organizer, I’m also a chronic declutterer, always on the lookout for things I can get rid of.
Read MoreBe Your Own Investing Cheerleader
/
If you’re not taking enough risk with your investments, you may not be able to grow your investment portfolio enough to outpace the rate of inflation.
Read MoreRinging in the New Year with New Rates
/
Here is what you need to know about 2022 retirement contributions.
Read MoreThe Safe Withdrawal Rate
/
Most people want to enjoy their retirement—doing things and going places while they are still young enough to do them—all the while making sure they don’t spend their nest egg too quickly.
Read MoreBackdoor Roth IRA
/
Among the many provisions in the trillion-dollar-plus legislative package being debated in Congress is a provision to eliminate a strategy called the backdoor Roth IRA conversion.
Read MoreDriving Your Wealth
/
Long-term investing is a lot like taking a cross-country road trip. Along the way, you’re going to have to fill up your tank a few times, may hit some bumps in the road, and you might need to take a few detours.
Read MoreDonor-Advised Funds
/
As a financial planner and partner in a tax firm, I spend a lot of time planning financial futures and thinking through tax consequences. Occasionally, a donor-advised fund can make sense.
Read More
