Blog
Making Smart Rollover Decisions
Rolling over the assets in your workplace retirement plan to an IRA can be a great move. IRAs typically offer more investment choices while allowing you to continue accumulating earnings on a tax-deferred basis. However, making a...
Read MoreWhy a Roth IRA May Be Particularly Beneficial
Many are aware that tax-free earnings growth and the ability to pass assets to beneficiaries on a tax-free basis make Roth IRAs a popular retirement savings strategy. But did you know Roth IRAs can be particularly beneficial to women...
Read More5 Steps to Being Financially Healthier
Being financially healthy looks different for everyone and every life stage. Try these 5 strategies to gain financial health.
Read More5 Essential Year-End Money Moves
The end of the year is prime time to reflect on whether you've met your financial goals. Some examples include repaying debt, saving for college, or building an emergency fund. Giving your finances a year-end checkup can help get you...
Read MoreAre You Ready to Pay for Long-Term Care?
At some point in their lives, most people will need some long-term care whether that's at an assisted living community or at-home medical care. When preparing for this future, it can be hard to know where to start. And preparing for...
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Talking About Finances with Your Partner
Conversations about money can be tense and uncomfortable, especially when it’s a conversation with your long-term partner or spouse. Money problems and miscommunications about finances can cause tension and lead to larger issues...
Read MoreEasing Into a Retirement Lifestyle
How to Prepare for Retirement Living Transitioning into retirement can be both exciting and challenging. After years of hard work, you finally have the opportunity to relax and enjoy what are often called your “golden years...
Read MoreEveryone Needs an Estate Strategy
Like some of my clients, you may have seen the latest regarding Aretha Franklin's estate. The Queen of Soul passed in 2018, and years later, her loved ones are still caught in legal trials thanks to the existence of multiple wills. As...
Read MoreUsing Diversification Long-Term
One of the most basic principles of pursuing the growth of long-term wealth is diversification. A diversified approach to building wealth helps to mitigate risk while capturing the benefits of rising markets. Why is it so important to...
Read MoreThe Roth IRA’s Secret Tax Benefits That Everyone Should Know
1. Tax-Free WithdrawalsMoney that goes into a Roth IRA is after-tax dollars. Because you've already paid taxes on that money, once it is withdrawn, it comes out tax-free. There are some restrictions on those withdrawals if you want to...
Read MoreWhat to Know About Living Wills
As a standard will can help your loved ones carry out your wishes, a living will helps specify what your wishes are if an illness or incapacity leaves you unable to make medical decisions for yourself.
Read MoreReview Your Tax Withholdings
Why to Check Your WithholdingThe IRS doesn't require you to file a return unless you owe money. However, it does allow you to deduct certain taxes from your income, such as state and local sales taxes, property taxes, mortgage interest...
Read MoreHelp Protect Your Investments
If you have little experience with investing in stocks, bonds, or even real estate, it can be nerve-racking. You might feel like the slightest change in the stock market could have a negative impact on your investments and portfolio....
Read MoreMake Your Retirement Savings Last Longer
If you're living in or heading into retirement and have built up a comfortable nest egg, you're probably no stranger to disciplined budgeting. But budgeting in retirement might be more important than ever before.
Read MoreKeeping it in Perspective
Your financial strategy has been developed with the “big picture” in mind. Keeping it all in perspective can be tough at times. When times seem turbulent, it’s good to have someone to reach out to who can help keep focus.
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