News & Updates

As you’ve worked to build up your wealth, it is important to consider how you are going to pass down any remaining assets to your family, friends or charities. Often the first thing that comes to mind when you think about your estate plan is a will. However, many...

As you think about the financial side of your life, it is worth asking if your money has been going toward things that are important to you. Some things areas of spending are inevitable, like food, housing, and healthcare. Other areas you may have more control over such as trips or a house project.

If you and your spouse both have access to an employer-sponsored retirement plan such as a 401(k), retirement saving is as easy as specifying the contribution amount to be deducted from your paycheck. However, for some couples, both spouses do not have access to a...

Developing a paycheck in retirement that generates the income you need while also keeping your taxes low is not an easy task. All the planning you did while working – saving diligently, using tax-deferred accounts – can turn into unwelcome tax surprises as you move through retirement. While there is no one-size-fits-all solution, there are some multi-year tax planning strategies that can lower your lifetime tax burden.

Retiring in the face of a volatile stock market can be concerning. Whether you just retired or are planning to make the jump in a few years, seeing your account balances decline could make you question the timing of this decision. While some factors are out of your control, there are steps you can take to ensure a successful retirement.

If you could choose any retirement account to have your assets in, a Roth IRA would likely be at the top of the list. Tax-free growth and a lack of required minimum distributions are a couple of the reasons we have previously highlighted for why to invest in this type...

Retirement is one of the most important financial decisions you can make in your life. Not only are you traditionally leaving behind a consistent income, but you’re deciding to leave a career you built for 15-25+ years. However, times are changing and so is...

As you think about insurance, areas like healthcare, auto, homeowners, and life insurance are often the first areas to come to mind. However, a missing piece for many insurance plans is umbrella insurance. This typically affordable insurance can protect your assets from an unexpected event that may severely damage your finances. In this article we will discuss what umbrella insurance is and whether you should have one.

The spike in inflation we’ve seen this year has impacts beyond having to pay more for goods and services. The IRS uses consumer price inflation (CPI) to determine certain increases to exemptions and deductions for federal tax purposes. These are automatic and...

For thoughtful retirement savers, minimizing your lifetime tax bill is a key consideration. This is why we see so many savers utilize accounts like traditional IRAs, Roth IRAs and 401(k) accounts. However, there is another account that has the most favorable tax...

For many homeowners, the mortgage payment is one of their largest expenses. With mortgage rates declining, there could be a significant opportunity to lower monthly payments.