Buying and Selling a Car: How to Make a Better Decision
Buying a car is a practical and emotional purchase. Let’s discuss best practices.
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Financial Priorities in Your 50s: Fine-Tune Your Retirement Plan
Retirement begins to feel closer in your 50s, which is an important time to focus on your retirement goals.
Funerals, Family and Ice Cream Sundaes
Separate from estate planning is to plan your Last Big Event – your obituary, funeral and celebration!
The Intangible Value of a Financial Planner
Let’s discuss the valuable things a financial planner provides.
Financial Priorities for Your 40s: Build Wealth and Plan for Retirement
Much like your 30s, your 40s are often busy and filled with competing financial priorities. By now, you likely have your financial basics covered, so you can refine your plan and focus on your most important goals. This is also…
QCDs: One of the Tax Code’s Best-Kept Secrets
A QCD allows an IRA owner, at least age 70½, to direct money from an IRA to an eligible charitable organization.
Would You Pass This 8-Question Money Quiz?
If I told you there is an eight-question quiz that tested your financial knowledge, how do you think you would score? According to a recent study from the TIAA Institute and the Global Financial Literacy Excellence Center (GFLEC), only 5%…
The “Messy Middle”: The Money Moves That Matter Most in Your 30s
The habits you build in your 30s can make a big difference in your long-term financial security.
The Five Stages of Financial Acceptance: When Reality Changes the Plan
Utilizing a five step framework to manage financial uncertainty and change.
Finding Focus When the Market Feels Fast
With the stock market at record highs you may worry about another bubble.