What Tops Your Financial Bucket List?, Ep #65
All of us have a subconscious financial bucket list of things we want to accomplish. In talking with thousands of clients, we compiled a few of the biggest checklist items…
Take Charge of your Finances
How to Keep Health Care Costs Down
Last month I had the pleasure of attending the NAPFA Conference in Phoenix, Arizona. The weekend before I left my 3-year-old was sick with a stomach virus. I was scheduled…
Should I Buy Long Term Care Insurance?
This is a topic we discuss with our clients regularly. With an aging population comes increased options for retirement living, assisted living and nursing care options. Along with increased options…
How to Start a Retirement Plan for Your Small Business
For the typical small business owner that has between 2 and 100 employees you basically have two primary options: 401(k) or SIMPLE IRA. Both have pros/cons, but I’ll cover the…
When and How to Pay Your Taxes
Tax efficiency is an important part of building wealth over the long term. One simple, but often overlooked way to increase tax efficiency is to pay taxes no sooner than…
Planning A More Enjoyable Vacation, Ep #61
Next to the weather, vacation questions are in the small talk hall of fame. Each year, as summer approaches, more time is spent thinking, talking and planning for the perfect…
Memorial Day Roundup
With summer reading season approaching, we wanted to highlight a few memorable articles we’ve found over the past couple weeks. With so much quality content available now, it can be…
Planning for the Risk of Diminished Capacity
Aging is a fact of life. It brings with it many great things such as a growing family, more financial freedom and enjoying the golden years of retirement. With it…
Planning to Rollover Your 401k?
Have you ever had the pleasure of receiving an audit letter from the IRS? You walk back from your mailbox with the fearful nervousness that you may owe more in…
Leave Your Emotions at the Door When Investing
Emotions have a sneaky way of taking over our investment thinking. Instead, investments should be evaluated on their merit, not personal emotions that can cloud your judgment and lead you to…
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We break down some of the most important questions we are asked on a regular basis.