Jun 165 Common Retirement MythsWhile planning is very situational, there are several concepts that are widely accepted as fact. Let's debunk some common retirement myths.
Jun 1The Best High Yield Savings Account Offers If you really want to put your cash to work, then consider using a high yield savings account to get as much as 10x the national average.
May 19How do annuities work?Annuities are very complex and the perceived benefits come with several trade-offs you should consider.
Apr 20How To Maximize Your Employee Incentive Stock PlansHere is what you need to know about maximizing your keep when it comes to incentive stock plans.
Mar 30When To Take Social SecurityFour considerations, including one no one talks about. KEY TAKEAWAYS Understand and calculate your breakeven. Larger benefit could mean...
Feb 245 Tax-Free Growth OpportunitiesStrategies to use today for a more secure tomorrow. KEY TAKEAWAYS Consider Roth 401(k) or 403(b) contributions. Learn if your 401(k) or...
Feb 9How do I reduce my taxes?If you want to make the greatest impact on your tax return, then it’s important to understand above-the-line and itemized deductions.
Feb 7Tax Preparation ChecklistWant to organize all of your tax documents? We have you covered. It's that time of year. As your tax forms start to come in, keep this...
Jan 13Top 5 Benefits of a Roth IRAPre-tax vs. Roth contributions. A hot topic when it comes to managing your taxes, but there is a lot more to consider than just taxes.
Nov 17, 2021Year-End Planning ChecklistThere are still a lot of moves you can make before year-end. Take action now to end 2021 on a strong note & start 2022 off with confidence.
Oct 27, 2021Proposed Changes to Social Security BenefitsHere is a summary of the proposed changes to Social Security to see if and how your current or future benefit will be affected.
Oct 13, 2021Proposed Tax ChangesHere is a summary of the proposed tax changes to see if/how your bottom line will be impacted.
Sep 15, 2021The 5 Risks To Your RetirementHere are some strategies to address the five risks to your retirement that will allow you to stay in the driver's seat.
Aug 18, 2021College Planning: Changes Coming to FAFSADo you have a child approaching or already in college? See how these changes to FAFSA might impact your family.
Jul 15, 2021Should You Pay Off Your Mortgage Early?The idea of paying off your mortgage early might feel good, but it's not the best use of your money or the path to financial freedom.
Jun 16, 2021Robo-Advisor vs. Financial AdvisorRobo-Advisor or Financial Advisor? You don't have to compromise tech for a personalized approach.
May 13, 2021Financial Conversations for CouplesRegardless of where you are in your relationship, openly discussing finances will only make your relationship and financial future stronger.
Apr 15, 2021Inheritance Coming Your Way? What to do to prepare.If you want to maximize the potential of your inheritance, take the time to understand your options and develop a strategy.
Mar 24, 2021Women, Wealth, and SecurityWomen face unique challenges when it comes to financial planning. Here are some common issues women face and strategies to address them.
Feb 11, 2021What should I do with my old 401(k)?If you are making a transition and don't know what to do with your old retirement plan, here are some potential options you can consider.