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It’s crucial for women to plan and take control of their finances just as much as it is for men. When an “if only” happens, if you haven’t prepared, you could be left with fewer choices. No matter if you’re single, married, divorced, or widowed, there are many reasons why women need to be involved […]

There have been some recent discussions about what the best way is to take out your RMD, and whether it is better to take it out in one lump sum or periodically throughout the year. One reason there has been a more vocal debate about this topic relates to the market’s volatility in the past

As we age, we are increasingly confronted by those younger who insist on pointing out “things have changed,” and they, as part of the younger generation (which they take pride in telling us we are not), know a better way to go about planning for the future than we do. While certainly, there are new

At this time of year there tends to be discussion about what our New Year’s resolution will be. Researchers suggest that only 9% of Americans that make resolutions complete them. In fact, research goes on to show that 23% of people quit their resolutions by the end of the first week, and 88% fail them

We are often asked about “financial literacy.” The phrase refers to the ability to understand and use various financial skills, and is the foundation of your relationship with money. A strong foundation of financial literacy will generally make you less vulnerable to financial fraud, and can help support you in deciding what goals are the

With so much going on around us in the market, it is difficult for many of our clients to take the time to hit pause and think about the impact of taxes on their retirement savings. We thought we would make it easier for you by sharing an up-to-date 2022 Tax Reference Guide. You can

We often think of retirement in terms of years. We think about how there isn’t enough time left in our lives to do all the things we planned on doing. That same thought of ‘not enough time left’ also comes to mind when we lose some of our life savings. Those who were handling it

We are often asked, “When is the best time for a widow or widower to collect the social security survivor benefits, they have become entitled to?” If you or someone you know have questions about this, we may be able to help. There is a process of applying for those benefits, and we can help

We’ve all read so many articles reminding us to start early with our retirement savings. But, considering all of the different financial obligations that seem to happen along the way, some of them expected and some not, sometimes retirement sneaks up on you. Before you know it, you may realize you’re only five to ten

A new year often means a fresh start! Reevaluating your financial needs, budget, and savings is also often done now. Building a budget or adjusting the one you already have is one step, as is looking honestly at any debt. Another important step is making sure that your emergency savings are secure, and that your