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Equity Portfolio Construction
Probably since before you made your first dollar, you were told about the importance of investing in the stock market – about the wonders of compounding returns over time that can transform a lifetime of savings into a car, a house, and a comfortable retirement.
Roth or Traditional IRA?
Choosing to save into a Roth IRA or traditional IRA is one of the more daunting retirement savings decisions most people face, but it doesn’t have to be.
Retirement Income: A Closer Look
Earned income stops for everyone at some point, and people then need to navigate the transition from saving for retirement to spending from their investment portfolio.
Articles about the benefits of meditation are everywhere these days, and for good reason. The past few years have been unusually stressful, and people are looking for non-addictive, healthy ways to manage their stress and anxiety. Thus, I got interested in mindful investing.
Income Tax 101 for Investment and Tax Planning
With this article, we hope to equip the reader with a basic understanding of the individual income tax calculation and the use of a taxpayer’s marginal tax rate or tax bracket in investment and income tax planning.
When Should You Take Social Security?
The ages between 62 and 70 are a critical time for determining how and when to take Social Security benefits. There are many options when it comes to this program, and which option is best for you will depend on your specific situation.
Give a Gift That Lasts: A Solid Financial Plan
As we approach the holiday season, I am reminded of Christmas gatherings and the exchange of gifts between family and friends. While we all enjoy receiving gifts, it is the joy I get from giving that is most fulfilling. It’s especially so when the gift is something that has a lasting impact for the recipient. It might sound strange, but that’s how I’ve come to view financial planning. When done effectively, it can have a positive impact on a family today, as well as transform the lives of generations to come. What a legacy!
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,...
Thrive By Ensuring Your Loved Ones Are OK Edition
Our Q3 2022 newsletter focuses on how to thrive by ensuring...