by Dan Haines | Nov 17, 2022 | Financial Planning
As we approach year-end, many use this as a time to take inventory of their year. 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,...
by Dan Haines | Oct 26, 2022 | Financial Planning
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...
by Dan Haines | Sep 19, 2022 | Financial Planning
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...
by Dan Haines | Aug 17, 2022 | Financial Planning
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...
by Dan Haines | Jul 25, 2022 | Financial Planning
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...
