Financial Minute
Financial House
Designing & Building Your Financial House When we’re young, we start building a financial house that will hopefully serve us well into our 80s and 90s. But how can you…
Read MoreTax Questions
Questions to Ask Now to Potentially Reduce Your Taxes in Retirement When you enter retirement without a specific strategy for addressing taxes, you could end up paying more than necessary.…
Read More3 Keys to Retirement
3 Keys to Retirement When it comes to retirement planning, you should focus on three key priorities to make sure you create the retirement you deserve: Priority #1: Find a…
Read More5 Top Things When Nearing Or In Retirement
Loss of Spouse
Dealing with the Financial Impact After Losing a Spouse It’s difficult to think about, but an important part of your financial plan includes preparing for what happens if you lose…
Read MoreOne Page Financial Plan
The One-Page Financial Plan If you’ve met with a financial advisor, you know that many factors go into creating a comprehensive financial plan. You’ve probably also gotten a written plan…
Read MoreDon’t Go From Good To Bad
Are you taking too much risk with your retirement money? Many people come to us with questions about investment planning. One question we frequently hear: Is it possible to earn…
Read MoreRoth Ira
Should You Consider a Roth Conversion? It seems like every week, we meet with a retiree who paid too much in taxes in the previous tax year. Why did this…
Read MoreBonds
Using Bonds in Your Retirement Plan Bonds have historically been used in investment planning to generate income and bring a level of safety to your retirement plan. But what percentage…
Read MoreFoundation Safety
Build a Solid Foundation with Guaranteed Income Building your financial house starts with a solid foundation. The foundation acts as the support, holding up the walls and everything in the…
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