Retirement Planning: Defined Benefit and Defined Contribution Plan Pros & Cons
Defined Benefit and Defined Contribution pension plans. Learn about their pros and cons and which might be right for your situation.
Investing - 3 Common Passive Income Approaches to Build More Wealth
Passive income allows for an accumulation of wealth without a person’s direct involvement once the initial investment has been funded. Think stocks, bonds, business ownership, rentals, etc.
Retirement Planning - Social Security and Your Spouse (or Ex-Spouse)
Did you know that you can claim a spousal benefit for social security? We detail a few important situations where you can claim spousal benefits for social security, even if you're widowed or divorced.
Why Do Investors Without a Financial Advisor Typically Tank?
Whether it’s budgeting, saving, overspending, or investing, emotions are significant drivers for our behavior. Money doesn’t make decisions. People do. This is a refrain commonly heard in the financial community when...
What the Inflation Act Could Mean Financially For You
This article details the top three provisions in the Inflation Reduction Act that the average American will financially benefit from the most. Tax credits for energy-related home improvements - The bill includes a 30% tax credit for installing energy-efficient windows, heat pumps, or newer appliances. There’s another tax credit for installing solar panels, and up to...
Consider How An Inheritance Strategy Could Help
Many people dream of coming into an inheritance, but not all that glitters is gold. This article will help you understand the complexities of inheriting wealth—and why you may need a strategy.
Retirement Strategy: Preparing to Retire Early
Making the dream of early retirement a reality requires a particular strategy. What to think about when strategizing for early retirement. Do you dream of retiring before you turn 60? How about before you turn 50?
Consider These Strategies To Take Advantage In A Market Downturn
Consider these financial planning strategies to take advantage of when the markets are down. Preparing a strategy that is both advantageous and tax-efficient might feel daunting at first.
Retirement Planning Changes Over Time
Retirement planning strategy changes over time. This article explains several of the factors to consider as you...
Did You Know About These Cryptocurrency Pitfalls?
Crypto continues to increase in popularity and is becoming a staple in many investors' portfolios, but do you know about these important crypto pitfalls? Caveat emptor is a Latin phrase that can be roughly translated in English...
Risk Management: Property, Casualty, Life, Disability, and Long-Term Care Insurance
This article details the different types of insurance that are a necessary part of a healthy financial plan.
Second Opinion Service for Working Professionals
Are you a working professional (or a retired professional) who is unsure if your current investment portfolio is on track to get you where you want to go? Not sure if your investment selection and allocations are aimed at your...