Retirement Planning

Your IRA: The Good, The Bad, The Ugly

In many cases we are finding Tax Reform has created a perfect storm for some serious tax planning. Unwiring this tax bomb can be very complex, but it can be done. Don’t wait for the bomb to explode—there won’t be a way to turn back. Let us help you today.

5 Things to Consider Before Moving in Retirement

Moving in retirement -or even right before you retire - can bring its own set of surprises… and some may not be so pleasant. Here are five things you may want to consider before moving in retirement.

Is Organization Hurting Your Financial Future?

We take a look at behavioral finance on this week's episode. Let us help you visualize your entire financial layout and develop the best course for your financial future.

The Top 5 Retirement Books

Too many people enter retirement unprepared. Don’t let that be you. Here are the top five must reads to help you start practicing your retirement.

Are You a Member of the Responsibility Club?

This sometimes overwhelming sense of duty to both our children and our parents may cause us to lose sight of the responsibility we owe to ourselves.

Is Retirement Really About a Dollar Amount?

The word “Legacy” is often used to refer to the wealth you leave behind. However, a “Legacy” goes far beyond a dollar amount.

The Fast Track for 2019

What resolutions can you make for 2019 that will help you keep your eyes on the future while still cleaning up the messes you have in the meantime Here are the top five in regards to your financial plan.

Seeking Your Purpose

God put us here with purpose. It is our responsibility to seek it and be it. Find your direction and focus your efforts and courage to make 2019 the best year ever!

Your Retirement or College for the Kids - Which Will It Be?

74 percent of the parents with young children are prioritizing by saving for the kids’ college over saving for their own retirement. So, what could this mean for their retirement? Is is possible to save for retirement when you have a 5 or 6 figure education bill in front of you? Find out more on this week's episode!

What Should I Do With My Required Minimum Distribution?

You may find yourself being forced to take a withdrawal from your IRA that you really do not want or need. Did you know that there are creative options available when it comes to your RMD? Let us help you plan today!

2018 Year End Planning

As 2018 draws to a close, there are important things that need to be addressed now rather than later. Find out what these issues are and more on this week's episode of Life Planning 101. Also, our in-house CFA Aaron Kennedy joins us to give us a market update. You don't want to miss this!

Medicare Advantage Plans

An Advantage Plan may not be all it’s cracked up to be. Medicare Advantage Plans are not for everyone and you need to know why. Remember that if it sounds too good to be true, it probably is—especially in the world of Medicare.