How a Financial Advisor Can Help You Pursue Tax-Smart Strategies
They say there’s no such thing as a free lunch, but what about a tax-deductible lunch? While many of your income sources can be taxed, there are strategies [...]
What’s Your 401(k) Game Plan?
If you’re nearing retirement, have retired, or recently left your company for any reason, you should create a 401(k) game plan. Know how your investment options can expand, [...]
3 Tools to Help Survive Hard Times
Since there is so much uncertainty right now, many are making predictions about where the economy is headed, when the virus will subside, and when we will return [...]
Why We Could See a Market Correction
We’ve seen the stock market rise to record highs recently, but how long can this last? 54% of American investors see the stock market heading for a crash, [...]
Your Health is Priceless – But How Much Will It Cost You?
One of your largest retirement expenses could be your healthcare costs. An average 65-year-old couple retiring today will need an estimated $300,000 to cover their healthcare costs, according [...]
Major Changes That Could Happen During Your Retirement
Do you ever feel like you live in a completely different world than you did 20 years ago? It’s worth thinking about how different it will be in [...]
The Potential Hidden Costs of Inflation
You’ve probably heard about or experienced the effects of inflation – everyday items can cost more, and the monthly inflation numbers make the news. While the increased costs [...]
Examining the Future of Social Security, Medicare, and Your Taxes
The Social Security trust fund is now expected to be depleted by 2034, according to a recent report from the Social Security and Medicare trustees.[1] That’s one year [...]
How Would You Handle a Retirement Curveball?
Sometimes life gives us lemons, as the saying goes. In order to make lemonade, you need a plan. Whether it’s a financial crisis or a personal setback, there [...]