Sep 17, 2020 | Financial Planning, Taxes
Congratulations! You made it to retirement, but saving money in different types of investment accounts is only half of the battle. The other half is how do you get your hard-earned assets back to you in a tax efficient manner? There are a number of retirement...
Sep 10, 2020 | Financial Planning, Questions & Answers
The rules around Social Security are complex and continually changing. In Part III of our series on Social Security, we would like to address some of the questions that we are frequently asked that were not covered in Parts I and II. Are your Social Security...
Jul 16, 2020 | Financial Planning
A comprehensive financial plan often includes an insurance and risk management analysis. This analysis will help define your cashflow needs and lifestyle expectations, and it will help you to determine how much (if any) life insurance you will need to meet your...
Jul 2, 2020 | Financial Planning
Many Americans rely on Medicare to pay for healthcare costs in retirement. Medicare is a federal health insurance program for seniors and others with disabilities and certain illnesses. There are several parts to Medicare, but we will focus on the two parts that...
Jun 18, 2020 | Financial Planning
Economic uncertainty is causing some companies to revisit and adjust their balance sheets. Cutting expenses may involve layoffs or early retirement packages for current employees. If you find yourself in the situation where you are presented with an early retirement...
May 21, 2020 | Financial Planning
Is it right for you? The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time would be an understatement. However, difficult times may open doors to new possibilities. Businesses are changing their ways of operating,...
