Buying a Car in a Pandemic? Here’s What to Know
Since the start of the COVID-19 pandemic it is no secret that many every day products and services have had shortages, whether in labor or material. The car industry in…
Take Charge of your Finances
Top 5 Blog Posts from 2021
We spend a lot of time researching topics throughout the year to share with you, and we thought you may be interested in reading our top 5 most read blog…
Starting Off on the Right Financial Foot: 5 Questions When Starting with a Financial Advisor, Ep #154
At the start of every year, people are more motivated to get off on the right financial foot. This might mean contacting a financial advisor for the first time. So…
What to Consider When Reviewing Your Estate Documents
Like other parts of your financial life, estate planning is not a one-time event. There is no “set it and forget it” aspect to it since our lives and laws…
Qualified Charitable Distributions – A Retiree’s Secret Weapon to Slash Taxes
Once you have reached retirement, started Social Security and Required Minimum Distributions from IRAs, your options for tax savings tend to be fairly limited. Retirees may face the Social Security…
Year-End Tax Strategies to Consider Now, Ep #151
The end of the year is an often overlooked time for tax saving strategies. People instead become pre-occupied with open enrollment and the holidays. So today we’re sharing which tools…
What to Do if You Contribute Too Much to a 401k
So, you realized you contributed too much to your 401k. The good news is this can be remedied, but you will need to follow several steps and act quickly as…
How the American Families Plan Could Impact You and Your Taxes, Ep #147
The American Families Plan hasn’t yet become law, but that doesn’t mean that you can’t prepare for the changes that may be coming. In this episode, we consider the planning…
Debt Ceiling Déjà Vu
Here we go again. Republicans and Democrats are squaring off over whether to raise the debt ceiling. The country is facing a partial government shutdown if Congress fails to act…
Everything You Need to Know About Roth IRAs
A Roth IRA is an individual retirement account that allows for tax free growth of retirement funds. While you receive no tax benefit or deduction at the time of contribution,…
Download our 5 Questions to Ask Your Financial Advisor eBook
We break down some of the most important questions we are asked on a regular basis.