Do you need $1,000,000 to retire?
“DO YOU REALLY NEED A MILLION DOLLARS IN RETIREMENT SAVINGS?” an article in USA Today, w...
13 June, 2024
How to Build Wealth.
Most people understand the concept that wealth needs to be built, but a vast majority of people neve...
03 June, 2024
How much taxes will you pay over your lifetime?
Bemjamin Franklin wrote; in life,” nothing can be said to be certain, except death and taxes.” W...
16 April, 2024
4 ways to save on your taxes and save for retirement
These positive money habits can work overtime to reduce your tax bill and help build long-term retir...
04 April, 2024
Traditional or Roth IRA?
It is likely you have heard about an IRA (traditional) and a Roth IRA but aren’t sure what the...
04 April, 2024
A NEW RETIREMENT OPTION FOR SMALL BUSINESSES
The SECURE Act (Setting Every Community up for Retirement Enhancement) of 2019 was passed into law t...
26 March, 2024
Emotion and Fact in Financial Decision-Making, author unknown
First of all, the title implies that there is a correct answer, which, of course, there is not. In t...
14 March, 2024
Retiring Within a Year: Essential Steps for a Smooth Transition
Retirement marks a significant life transition, and preparing to retire within a year requires caref...
21 December, 2023
Inflation and Your Retirement: A Looming Financial Challenge
Inflation: A Silent Threat to Your Retirement Nest Egg Inflation is a term that often appears in fin...
12 December, 2023
Why the Sandwich Generation Finds Security in Annuities
Introduction: The Sandwich Generation, a demographic caught between the responsibilities of caring f...
17 November, 2023
Why Life Insurance Is a Must-Have for the under 40 crowd
Life insurance is a topic that often elicits yawns and eye-rolls among people under 40. After all, w...
01 November, 2023
Preparing for “If” Risks and “When” Risks
Introduction There are few guarantees in life. We readily know of two, death and taxes. What is ...
18 October, 2023
Transfer vs. Rollover: Unraveling the Mystery of Qualified Money Movement
Introduction In the world of retirement planning, understanding the nuances of qualified money movem...
12 October, 2023
Annuities: Strengthening Income and Safeguarding Your Financial Future
What is an Annuity? Annuities offer a dual advantage, enhancing your income while securing your inve...
31 August, 2023
Understanding Debt: Differentiating Bad Debt from Good Debt
Introduction In the complex world of personal finance, debt plays a significant role in the lives of...
24 July, 2023