Financial Plan
Trim Your Future Tax Bill by Thinking Ahead
Don’t procrastinate when it comes to prepping for tax season. The tax code can be a labyrinth to navigate. Nevertheless, taking action now – while you, your financial advisor and accountant have time to think through the possibilities and maximize your tax savings – could be more than worth the effort. Consider adding one or…
Read MoreHome, Sweet Home(s): Investing in Real Estate
In his celebrated 1822 song, Home, Sweet Home, playwright John Howard Payne profoundly and firmly holds his own home as a more revered spot than a royal palace (even if the said home is a “lowly thatched cottage”). While you may not know Payne by name, you’ll undoubtedly be aware of his brilliant and imperishable…
Read MoreInspiring Confidence: Persevering Financially After the Loss of a Loved One
Many of us don’t want to think about our own mortality, much less that of those we hold dear. But death is something we all will face eventually — and sadly, it can happen at any moment. While the topic may make you uncomfortable, wouldn’t you rather be prepared as much as you can be?…
Read MoreBetter Together: Essential Small Business Survival Tips for Right Now
The stunning beauty of a Maidenhair tree is matched only by its remarkable resilience to survive all sorts of environmental challenges that topple less hardy species. The tree agelessly defies strong winds, pollution, and drought. The secret of how a Maidenhair tree can live for more than 1,000 years was recently discovered—its ability to adapt…
Read MoreThe Top 7 Social Security Myths (and How To Get the Most from Your Hard-Earned Benefits)
Social Security seems simple. But this retirement benefit is in fact quite nuanced, with many variables to consider–including when to start collecting, how to maximize your benefit, and what to do if you choose to go back to work. Here, we shine some light on common Social Security misconceptions to help get the most from…
Read MoreWhy Rethinking Retirement Can Lead to a Healthier and Happier Life
Picture this… what’s the first thing that enters your mind with these words? Flower Friend Retirement Music Anyone can quickly imagine a flower, a friend or music. But, retirement? What does retirement look like? Most of us think about retirement as “life after 65”, having taken a nice, clean, dramatic transition from the grind of…
Read MoreA Crisis Is A Terrible Thing to Waste
I’ve been reading a book called, “The Road Less Stupid” by Keith J. Cunningham and the title of this blog is taken from one of his chapters. When I turned the page and saw those words, I had to stop for a minute to process how the words made me feel. I don’t like the…
Read MoreThe SECURE Act and You: 6 Ways It Impacts the Individual Investor
We believe it’s of critical importance that you stay informed of any key changes that may affect your retirement and estate planning – in easy-to-understand language. In alignment with this belief, please feel welcome to review the following information on the SECURE Act, passed in December of 2019. The SECURE Act is a piece…
Read MoreTax Season 2019 Is Here: This Is What You Need to Know
January not only marks the beginning of a new year (or sometimes even a whole new decade), but also starts a season of feverish paperwork gathering and appointment setting in preparation for the quickly approaching tax filing deadlines. Curious what the markets have been up to so far this year? Please feel welcome to…
Read MoreAvoid These 4 Financial Planning Pitfalls To Step It Up
Financial success is all about intention and, you guessed it, planning. All too often, people simply do not give enough consideration to not only create an initial vision and plan but ensuring to revise that vision and strategy as their lives evolve. When it comes to your plans for the financial future, what -is-…
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