Blog
Year-End Financial Checkup: Charting a Healthy 2024
The year-end is a beacon for reevaluating your financial strategies. Whether it's tax optimization, setting clear goals, or reviewing your estate plan, gearing up for 2024 starts now. Discover the essential steps to working towards a thriving financial future.
Preparing Your Finances for Divorce
Going through a divorce? Financial preparation is an important part of the process. Here's an overview of important areas to look into.
Rethinking Retirement: Your Bucket List Awaits
Reconsider your future - retirement is not an end but a start of an exciting journey. Embrace the next phase of your life and focus on achieving your long-held dreams.
I Paid Off My Student Loans–Now What?
Once student loans are behind you, it's time to reassess your financial status and look into the new opportunities available to you.
Is Semi-Retirement the Perfect Compromise?
Retirement doesn't have to mean full stop. Learn how semi-retirement allows you to maintain some level of professional engagement while embracing flexibility.
From Stock Options to PTO: Factors to Evaluate Before Changing Jobs
Thinking of changing jobs? Don't forget to consider the financial implications beyond the paycheck. A little knowledge now can save you from financial missteps later
Investing in Your Child's Future: Exploring Your Options for Your Child’s K-12 Education
The quality of your child's K-12 education doesn't have to come with a hefty price tag. Discover the financial dynamics of various schooling options and learn about smart strategies to fund this critical stage of your child's academic journey.
Understanding IRMAA: Financial Considerations for High-Earning Medicare Members
Are you retiring with a higher income than the average retiree? Learn how IRMAA can affect your retirement finances and what you can do to mitigate its impact.
Taming the Money Monster: Strategies for Addressing Financial Anxiety
Financial stress is a serious source of anxiety for many people. Regardless of income level, money concerns are a leading cause of worry and tension in the everyday lives of Americans.
Retirement Income: Thinking Beyond Retirement Savings and Investing
Ensuring a steady income in retirement can be crucial for financial security and stability. Explore various approaches and strategies for generating sustainable income during your golden years.
How to Make Your Staycation Feel Like a Vacation
Looking for a cost-effective way to unwind this summer? A staycation offers relaxation and adventure without breaking the bank.
Planning for the Costs of Alzheimer's and Dementia Care
Advanced financial planning for long-term Alzheimer's and dementia care can provide peace of mind and enable you to focus on what matters most – the well-being of your loved one.
What Every Parent Should Know About Buying Their Teenager a Car
It's a big decision to buy a car for your teenager, and it's important to weigh all the factors involved. Our latest article provides valuable insights on the financial and safety implications, setting a budget, and discussing the responsibilities of car ownership with your teen.
6 Strategies to Reduce Your Taxable Income and Potentially Lower Your Tax Bill
Implementing these tax strategies can help you keep more money in your pocket come tax time.
5 Benefits to Consolidating Your Investment Accounts with a Financial Advisor
Tired of juggling multiple investment accounts and struggling to keep track of all your statements and tax forms? Consolidating your investment accounts with a financial advisor can make managing your finances much easier.
Making a Difference: How to Organize a Fundraiser for Your Cause
If you’re thinking of holding a fundraiser for a cause you care about, it’s important to get organized and plan ahead if you want your event to be a success.
A Windfall of Opportunities: How to Make Smart Choices with Sudden Money
Receiving a financial windfall, whether it's a surprise inheritance, a lottery win, or a legal settlement, can be both exciting and overwhelming. It's natural to feel a rush of emotion and to want to spend the money right away, but it's important to take a step back and think about how to be smart with your windfall.
Opportunity Costs of Early and Late Retirement
To many, retiring early may seem like a dream come true, but it can come with its own set of challenges and drawbacks. On the other hand, retiring late also has its own unique pros and cons.
Financial Planning in the Face of a Terminal Illness
The job of financial planning is to help prepare your finances for the challenges and opportunities that lie ahead, even if one of those challenges is a terminal illness. Here’s guidance on steps you can take to get your affairs in order should you face that diagnosis.
How to Know if It's Time to Downsize Your Home
The decision of whether or not to downsize their house is one that many retirees and pre-retirees face. And while you may be emotionally attached to the home where you raised your family, there are many benefits that downsizing can offer.