If you’re like most people nearing retirement, you probably think the hard part is behind you. You worked hard, saved consistently, and now you’re looking forward to slowing down and enjoying what...
Everything You Need to Know to Plan Your Abundant Retirement
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How 401(k)s are Like my Old Jeans One of the most common questions I get seems to be “What should I do with my old 401(k)?” In my experience of working with clients, old 401(k)s seem to get the...
Choosing the right financial planner can be critically important. Being an industry insider for the better part of a decade has given me an interesting perspective on evaluating fellow planners and...
I’ve already been asked this a few times this year (it’s January 2): Will the stock market crash in 2024? As we start the new year, we have an opportunity to reflect on the multitude of...
Retirement planning is a multifaceted endeavor, and for decades, the 4% rule has served as a guiding principle for many. But what if there’s a more dynamic approach to withdrawals that could...
There are so many key milestones along the retirement journey and knowing where these milestones should fit in your retirement planning timeline makes a huge difference. For example, knowing one...
At my firm, we have a policy that we don’t accept clients with accounts at multiple firms. At first glance having multiple financial advisors may seem like a good idea. After all, that’s...
Unless you have lived under a rock over the last few years, you have noticed inflation increasing slowly and not so subtly reaching into your pocket. For many Americans, this has taken a toll on their...
It’s funny how some memories from our childhood stick with us, becoming a part of our identity and shaping our future. One such memory that has always stayed with me was the result of...
Let’s talk 529s…A 529 Plan is a is a tax-advantaged plan for education savings. Understanding and leveraging tax advantages is one of the biggest value propositions afforded to the clients that...