Retirement Planning Through a Crisis
Category: Financial Planning
Walt Mozdzer, Lead Advisor, explains how decisions you make now can impact your retirement down the road.
Permanent Life Insurance Policies Need Reviews Too!
Category: Financial Planning
Is your life insurance policy performing as well as it could be? Guest blogger Eryka Morehead explains some factors that could be undermining your policy’s performance.
Estate Planning Opportunities in a Low Interest Rate Environment
Category: Financial Planning
Many estate planning techniques are based on the Internal Revenue Code Section 7520 interest rate, which is at an all-time low of 0.6% as of June 2020.
Positive Planning Opportunities in a Negative Market
Category: Financial Planning
Strangely, a down market and the response of the government to it has created potential planning opportunities that wouldn’t have otherwise been there.
3 Options to Help Keep Your Ducks in a Row
Category: Financial Planning
Proactively working off a budget is challenging, both emotionally and practically. Here are some of the tools members of our team use that have helped them successfully manage their cashflow.
How Could You Use Your Stimulus Check?
Category: Financial Planning
You may be wondering what steps you can take to improve your financial life during these unsettling times. I would like to share some thoughts on how to use your stimulus funds and staying invested during anxious times.
Grow Through What You Go Through
While this time has been incredibly difficult for so many, I hope that people look back on this time and remember the lessons they learned rather than the struggles they suffered.
Five Reasons to Consider a Roth IRA Conversion
Category: Financial Planning
The first four months of 2020 have proven to be unpredictable, volatile, and challenging. Despite recent market changes, there continue to be several planning opportunities that we are monitoring for our clients. One of these is Roth IRA conversions.
No Better Time to Deploy Your Donor Advised Fund
Category: Financial Planning
One of the best vehicles to help our clients meet their charitable giving goals is a Donor Advised Fund (DAF). Having a DAF in place for times like these is important to help meet the needs of your community.