Gifting with a Purpose: Practical Strategies to Positively Impact Your Next Generation
Because saving money early and often can be difficult, consider how you might help those closest to you to do more of it. Here are some scenarios and ideas.
Retirement: Living Well and Fully Living
Category: Financial Planning » Retirement Planning
Essential do’s and don’ts that could help you enjoy your retirement life to the fullest.
Every Investor’s Real Question: “Am I Going to Be Okay?”
Category: Financial Planning » Retirement Planning
In my time working with clients, there is one question asked more than any other, “Am I going to be okay?”
The Once a Year Approach to Looking at Investments
Category: Financial Planning » Retirement Planning
Last year was a very up and down year in the market. That’s not abnormal. In fact, it’s what happens most years. December 12 was the only time last year that I looked at the numbers. In not looking at the numbers throughout the year, I not only minimized worry, but also created the opportunity for a happy surprise.
Protect Your Taxes: What You Need to Know About IRS IP PINs
Category: Financial Planning
Tax season is already complicated enough, but identity theft can make it significantly worse. To help safeguard taxpayers, the IRS offers the Identity Protection Personal Identification Number (IP PIN). Here’s a breakdown of what an IP PIN is, how to get one, and insights on who should consider using it.
What Can You Do Before the 2021 Tax Deadline?
Category: Financial Planning » Retirement Planning
As you wait for those semi-warm days of spring, there are a few things you can do between now and April 15th connected to your 2020 tax return.
Opportunity Valley
Category: Financial Planning » Retirement Planning
Can You Ever Have Enough?
Category: Financial Planning » Retirement Planning
There is always more stuff to do or buy. There are always more “what if’s” for which to account. It’s a rare creature who has found contentment in what they already have, a person who no longer searches for the next thing or feels empty because of what they do not have.
Mega Backdoor Roth IRAs: What You Should Know
Category: Financial Planning » Retirement Planning
A mega backdoor Roth is a great option to quickly build a tax-free bucket of money for individuals who have maxed out other retirement savings vehicles, still have surplus to be invested, and have a 401(k) plan that allows for this strategy. Consider this an additional tool in your toolbox.
Planning for Retirement? Practice Could Make Perfect
Category: Financial Planning » Retirement Planning
Retirement isn’t a reward you one day receive at random. It’s not something you jump into without a thought in mind. You work up to this day with purpose, precision, and dedication.
Five Reasons to Consider a Roth IRA Conversion
Category: Financial Planning » Retirement 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.