Blog

Thursday, June 20, 2024

There are different ways to receive financial advice, so you need to know if you are working with a fiduciary advisor and if the compensation model is the right fit for you.

Wednesday, May 29, 2024

If you know what to expect, you can create a tax-efficient plan to help preserve your assets. This life event can dramatically change your tax status and overall financial situation.

Friday, May 17, 2024

It’s possible for your money to make more money for you with no additional effort through compound interest! No matter how small you start when saving for the future, you won’t miss it if it’s out of sight, out of mind.

Sunday, April 28, 2024

If you dream of leaving a lasting impact, there's a way you can make a difference. You can use your Required Minimum Distribution (RMD) to make charitable donations, a strategy that could benefit both you and the cause you support.

Monday, April 15, 2024

How many people in your life know who you are, what you like to do, and the important people in your life. As a financial planner, I consider it a privilege to be a trusted partner for my clients.

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Friday, March 15, 2024

We use our own proprietary research and investment strategies, while leveraging Betterment's digital onboarding and tax-efficient rebalancing technology - a perfect combination of personal touch and high-tech!

Tuesday, March 12, 2024

Before you begin investing, it’s important to understand some of the standard investment terminology, risks and expectations.

Monday, February 12, 2024

If you spend everything that you make, you will have no savings. Living within your means is simply making the most of what you have, whether it is a little or a lot.

Wednesday, January 10, 2024

In order to make smart financial choices, we need to be aware of how we make choices and how our emotions play a role.

Monday, December 4, 2023

Preparation and planning are the keys to being ready for life’s uncertainties. You need to be disciplined and check your emotions at the door.

Saturday, November 4, 2023

The SECURE Act removed the ability for most non-spouse/non-charity beneficiaries to stretch required inherited IRA distributions over a lifetime, now all of the money needs to be withdrawn by the end of the 10th year after death.

Friday, October 6, 2023

A proper long-term investment strategy needs to be based on your current situation, financial goals, risk tolerance, time horizon and other relevant factors. 

Tuesday, August 29, 2023

Look ahead for tax bracket changes. Low income years may be good for intentionally taking on more income (pay 12% now to avoid 22% later?) and high income years should be planned around by taking losses, deductions or deferring income.

Thursday, July 27, 2023

It’s not just about when you get the money. You need to consider age, health, risk tolerance, taxes and more!

Tuesday, June 27, 2023

Many financial guidelines start with good intentions but often they are misinterpreted or don’t consider all the relevant information. Times have changed and so have the rules.

Sunday, June 11, 2023

Planned or unplanned, changing jobs impacts many aspects of your life. Here are the important considerations for your financial life before and after you make a switch.

Monday, June 5, 2023

In this day and age, utmost care and vigilance must be taken to keep your personal data secure. Each of the technology partners that we have chosen to work with has been meticulously screened to ensure the highest security possible.

Monday, May 29, 2023

A fiduciary is a person who has the power and obligation to act for another under circumstances which require total trust, good faith and honesty. If you choose to pay for advice, it is critical to understand how advisors are compensated.

Wednesday, May 24, 2023

The rules regarding required inherited IRA withdrawals have changed, are you up to speed on them?

Friday, May 19, 2023

Proper planning should allow you to pay taxes when the rate is the lowest.

Monday, May 15, 2023

Consolidating can help you simplify and organize your finances.