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How To Prioritize Travel and its Associated Expenses
Do you like to travel? Are you already looking forward to your next big trip? Do you spend more time planning your vacations than planning your finances? If so, you’re not alone. Recent surveys suggest that many Americans devote more time each year to planning their vacations than planning their finances.
Can You Afford That House?
An incredibly strong housing market over the last few years coupled with rising interest rates has put affordability out of reach for many home buyers.
Health Savings Accounts: The Basics and Retirement Benefits
Senior Financial Advisor Judson Meinhart explains the basics of health savings accounts (HSAs) and how it can benefit your retirement.
Estimated Tax Payments
What a relief it is as individual taxpayers to get our pesky income tax return filed on April 15 (or sometime thereafter, on extension) and have the IRS leave us alone for another year, right? Well – maybe, depending on your income and income tax withholding on said income.
Get Ready for Tax Season
This article includes a general checklist to guide you as you organize your income tax information.
IRA Contribution Rules
The maximum contribution for 2023 individual retirement account contributions is $6,500 ($7,500 if aged 50 and over). There are income limits that determine whether you can deduct your Traditional IRA contribution or if you qualify to make a Roth IRA contribution.
Why Roth Conversion Planning Is Important at Retirement
With the SECURE Act 2.0 delaying Required Minimum Distributions to age 73, and higher marginal brackets a likely reality in the near future, annual income tax planning has become even more important.
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Whitepapers
Portfolio Spending Illustration
This illustration shows a 5% spending from a portfolio of large...
Doctor Independent Wealth Illustration
After a long, prosperous career and strategically saving 20% of your...
Invest in Your Child’s Future with a 529 Plan
A 529 plan is a great vehicle to start saving for...
Small-Business Succession Planning Guide
It is easy for a business owner to view the value...
Golf Course Guide to Medicare
This guide to the important "game” of Medicare will help you...
Why You Need a Digital Estate Plan and How To Create One
Digital estate planning is a relatively new phenomenon, having only begun...
Finding the Right Financial Advisor
If navigating the complexity of investments, insurance and estate planning is...
A Financial Guide to Divorce
It is critical to prepare for divorce by making sure you...
Charitable Giving Tax Strategies
The 2017 Tax Cuts and Jobs Act materially changed charitable giving...
Eight Saving and Investing Principles
Here are eight fundamentals you need to learn how to save,...
Quarterly Newsletters
Thrive By Doing What You Love Edition
Read our Q4 2022 newsletter where we focus on how to...
Thrive By Ensuring Your Loved Ones Are OK Edition
Our Q3 2022 newsletter focuses on how to thrive by ensuring...
Thrive by Learning and Growing Edition
Read our Q2 2022 newsletter on how to thrive by learning...
