January Is National Financial Wellness Month
January is Financial Wellness Month, a time to check-in with your financial strategy.
January is Financial Wellness Month, a time to check-in with your financial strategy.
Reaching retirement is only half of the marathon. You're training and pace will change. How do you make this mental shift?
January is time for resolutions. It's time to check-in with your financial strategy and define your financial wellness goals. Here are six things you need to consider.
A living trust may be a powerful tool in your estate planning toolbox. Learn more about what living trusts are and if they make sense for you.
Your required minimum distribution "RMD" is the minimum amount you must withdraw from your combined retirement account balances each year. You generally have to start taking withdrawals from your IRA, SEP IRA, SIMPLE IRA of other retirement plan accounts when you reach age 72 (70½ if you reached age 70½ before January 1, 2020.)
Here are some smart money moved you might consider before saying goodbye to 2021.
The IRS has announced the 2022 retirement plan contribution limits. The Catch-up contributions can be a great way to make up for lost time when it comes to retirement savings. Are you eligible?
A divorce is never easy, but medical professionals tend to face a few additional hurdles during the process.
Retirement planning is no easy feat and this is especially true for single women. These 4 tips will help you prepare so that you can have a stronger financial future.
You want to check off all the boxes when it comes to making an estate planning strategy. But it can be hard to see what you may still be missing. As you work with your financial professional, start by reviewing these 9 questions.
Whether you need more than one life insurance policy will depend on your personal and financial situation. In this article, we explore some of the reasons one might purchase additional policies.
As a child, my dad always made a point to try to teach me lessons about money, law and practical life skills. He also taught me duct tape can fix just about everything. One lesson that stuck with me, because is constantly repeated it, was the "Rule of 72". I'm not exactly a "rule of thumb" person but the Rule of 72 is knowledge he passed on that I use almost daily. When it comes to saving for retirement, the power of compounding interest should never be underestimated. And as a responsible investor, it can be helpful to know how long it would take to double your investment at a fixed rate of return. The Rule of 72 can be used as a quick rule of thumb to help determine this answer.
Preserving wealth for generations to come is no easy feat, but there are some assumptions that just aren't true. If you want to help ensure generational wealth for your family, here are 5 things you should know.
Inflation can have a detrimental effect on retirement savings. However, there are several approaches you can take to protect your retirement from inflation. Here's how.
Here are six things you can do right away to make sure your goals are being met and your finances are in good shape before heading into the second half of 2021.
Nothing says the Fourth of July like fireworks, hot dogs and summer fun. But in honor of Independence Day, spend some time this month working toward your own financial freedom as well. Here are 5 steps to help you find your financial independence.
Hindsight is 20/20, and there are ways in which everyone wishes they would have handled their money differently in the past. Here are a few things we wish our younger selves knew when it came to building a portfolio.
Around 20% of Americans provide custodial care to a loved one. It's likely you or someone you know has worked hard as a family caregiver. Here's the financial toll it can take, and what other options your loved ones may have.
If you've amassed a significant amount of wealth, you want to know it'll be cared for by future generations. Here's how to help your loved ones become responsible stewards of your wealth.
Do you like working together? If so, there may be someone in your life who could benefit from our help as well. Here's a quick guide to referring us to your loved ones.