Episode 24: Invest Your Year-End Bonus all at Once?
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. How often do you receive a year-end bonus and immediately begin making a…
Take Charge of your Finances
How to Prevent a Retirement Hangover
Take 2 of these and call me in the morning. Retirement is something that our culture aspires to and dreams about. The vision of trading in your 9 to 5…
What’s Your Retirement Income Strategy?
Traditionally retirement income has been thought of as a three legged stool where income consisted primarily of Social Security, Pension income, and withdrawals from personal savings. This picture has changed…
How An Election Really Influences Markets
One of the oldest axioms about stocks is that markets don’t like uncertainty. This Presidential election cycle has been full of major surprises to say the least. However, when you…
Financial Dilemma: Cutting Expenses
As Americans, we hate to budget. Spending money is so much more fun, but imprudent spending can put us in all kinds of trouble. I am always a proponent of…
Don’t Fail In Retirement, Ep #22
For most people, retirement is that time on the horizon when you get to do what you want, when you want. But surprisingly, it’s not all that uncommon for people…
Estate Planning in Your 20’s
Estate planning in your 20’s probably isn’t something you’ve considered too much especially if you are single or a married with no children. However, this may be a mistake and…
Estate Planning in Your 30’s
Below is an excerpt from Chad Smith, CFP® who wrote about his own estate planning experience as someone in their 30’s: Our conversations started with the simple goal of establishing…
Estate Planning in Your 40’s
At this point in your life, your now juggling more responsibilities all while trying to balance things outside of work. You’ve likely been with your employer for a decent length…
Estate Planning in Your 50’s
Below is an excerpt from Haley Modlin’s blog post on estate plans: If you’re like most people you have a “set it and forget it” mindset when it comes to…
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We break down some of the most important questions we are asked on a regular basis.