Financial Topics for Spouses to Discuss
Have you and your spouse ever disagreed about money? You’re not alone. Shared finances can be tricky, and many couples run into a conflict or two. While there is no single formula for sharing finances successfully, communication is essential in every partnership. Not sure where to start? Discuss these four big financial topics to help […]
Creating Your Retirement Withdrawal Plan
After years of careful saving and investing, you’re finally ready to retire. And as you enjoy your post-working life, you’ll need to determine how to maximize your retirement funds. While certain retirement accounts, like IRAs, 401(k)s and 403(b)s, come with required minimum distributions, you also likely have discretion over how much to withdraw overall and […]
What to Know About Selling a Property
Do you have an investment property you’re thinking of selling? Or are you thinking of downsizing soon? It’s important to understand the costs associated with selling a property. Specifically, how will this step impact your taxes? If you’re planning to sell soon or just wondering how it will work when you do, here are a […]
What High Earners Should Know About HSAs
Health savings accounts (HSAs) can be a potentially advantageous option for high-income earners considering tax-saving strategies. Planning for the future? Get to know more about HSAs and why they could be a good fit for people with high incomes. How do HSAs work? HSAs are a type of federally tax-exempt savings account specifically for […]
Parents: Watch Out for 5 Common Mistakes
When it comes to finances, it can be challenging to find the right balance as a parent. How much should you talk about money with your children, and what information should you share? If you want your kids to become financially savvy adults, you may want to start discussing a few basics with them when […]
December 12 2021
Best wishes for a happy holiday season and prosperous new year. If there’s anything you need in the coming weeks, please don’t hesitate to get in touch.
Estate Planning Isn’t One-Size-Fits-All
Estate planning is important for everyone, but when you start to do your research, it seems like many resources assume you’re married with children. Many people lead their lives differently, thus different approaches are in order. For example, find out how you might plan for the future if you’re single, have no heirs, or have […]
Tax Season: What to Keep in Mind This Year
Careful planning for tax season can help to make the process as easy and stress-free as possible. What do you need to know about getting your 2021 taxes in order? Note that there are a few recent updates and changes that may affect you. Here are a few key details to keep in mind for […]
4 Ways to Help Prepare for the Unexpected
Are you and your finances prepared for a rainy day? Major fluctuations in the market, new legislation, unexpected health issues and more can put stress on your budget. But, planning ahead can help you handle the unforeseen if and when it does arrive. Here are a few steps to consider in these early weeks of […]
6 Retirement Costs to Keep in Mind
No matter how much you’ve thought about retirement already, it can be easy to overlook some of the details that will make your post-employment years run smoothly. You probably have the basics covered, but be sure your plans and projections factor in everything you need for a streamlined, enjoyable transition. Want to make sure you’re […]
