Slow & Steady Wins the Race: All About Index Funds
Slow and steady can go a long way—especially when it comes to investing. Learn why index funds continue to be a smart choice for long-term investors.
The Real Cost of DIY Investing
Believe DIY investing is cutting costs? You might be wrong. Discover the hidden risks in our latest post.
The Widow’s Penalty and Taxes
Losing a spouse is always difficult, and the widow’s penalty can add to the stress. My latest post covers how to navigate it.
5 Ways to Save on Taxes During Retirement
Planning for retirement? Don’t forget to consider how to manage your taxes during this phase. Here are 5 strategies to help you save.
When to Retire: December, January, or Mid-Year?
Vesting schedules and employer matching are a couple of factors to think about when planning when to retire. Learn how to choose.
4 Smart Financial Gifts for Kids and Grandkids
Looking for a meaningful gift that lasts a lifetime? Consider these 4 financial gifts that can set your kids and grandkids up for a solid financial future.
Why Year-Round Tax Planning Is So Important
Traditionally, tax preparation has been linked to a last-minute rush to minimize liabilities. However, tax planning should be an ongoing process, not a once-a-year task. By consistently monitoring your entire financial picture year-round, you can enhance your tax strategy, reduce your tax liability, and strengthen your overall financial well-being.
Can Your Retirement Plan Withstand a Market Downturn?
Is your retirement plan able to weather an economic downturn? Let’s create a plan that’s built to last, no matter what the market does.