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Monday, June 3, 2024

A common misconception about legacy planning is that only the very wealthy leave legacies. But nothing could be further from the truth. That’s because your legacy is about far more than the money or assets you leave to loved...

Tuesday, May 7, 2024

All financial strategies have potential tax consequences, and life-changing events are no exception. When you experience a change, such as marriage, divorce, the birth of a child, a new job, or retirement, it’s important that...

Tuesday, April 2, 2024

There’s just something tastier about tomatoes in the summer, or how a cozy stew feels right in the chillier months. It’s all about eating seasonally, and with a growing awareness for eating locally and knowing where your...

Tuesday, March 5, 2024

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...

Thursday, February 22, 2024

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...

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Tuesday, January 2, 2024

Being financially healthy looks different for everyone and every life stage. Try these 5 strategies to gain financial health.

Tuesday, December 5, 2023

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...

Tuesday, November 7, 2023

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...

Tuesday, October 10, 2023

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...

Tuesday, September 12, 2023

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...

Tuesday, August 15, 2023

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...

Tuesday, January 24, 2023

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...

Tuesday, December 27, 2022

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...

Tuesday, November 22, 2022

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.

Tuesday, October 25, 2022

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...

Tuesday, September 27, 2022

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....

Wednesday, June 15, 2022

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.

Wednesday, April 6, 2022

Wednesday, March 9, 2022

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.