Do you have a Batman Folder? AKA an Estate Folder
If something happens to you, does your family know all your passwords and assets? Create your estate folder today. Here's a list.
Annuities in Retirement: Navigating Potential Tax Pitfalls
Working with a fee-only advisor can ensure you are objectively reviewing annuities to determine if they're right for your long-term income needs.
New Market Highs – Now what?
Markets are at all new highs - now what? Should you change your investment strategy? Successful investors are aware of these 3 pitfalls.
“The 3.2% Problem” – The Average Fixed Income Return
Do you have a plan for your fixed income when rates come down? Historically, average fixed income returns have been 3.2% - which is a problem. Find out why.
Financial Literacy Beyond the Basics
Financial literacy is a broad topic. When younger it's about savings and interest. Once working there is a lot more to know!
Why Work With a Financial Advisor vs. DIY Investing
When should you work with a financial advisor versus do it yourself? We lay out the pros of both option. Find out what's right for you.
New Year’s Strategy: Crafting Plans, Not Just Resolutions
Many might be setting new year resolutions. Why not working on something more permanent - new year planning! Here are tips to get started.
Your Parent(s) Are Moving In; Now What?
Is there a need or interest in having your parents live with you? Whatever the reason, there are many things to consider.
Fabulous 50s – Financial Considerations to Plan For
You're in your 50s - get excited! There are so many good things ahead, and a few things you should plan for. We've got tips to help navigate towards a prosperous future.
What’s Your Glide Path in Retirement?
The classic image of retirement investing is that of a retiree putting 100% of his or her assets into bonds and clipping coupons from those bonds for income payments. That…