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Wheel of Life Exercise
Our core ideology is that “we help our clients, employees and communities thrive.” It sounds easy enough, but we all know that thriving can be elusive, and it is not always the place we find ourselves as a company, individual or community.
How Social Security Fits Into Your Retirement Plan
Social Security is a critically important part of your overall financial and retirement plan that will be around for generations to come. The decision to claim or delay benefits should be carefully considered.
Two Charitable Options to Give More Strategically in the New Year
Even though the past few years have been a challenge for everyone in very personal and different ways, one commonality we all share is that these unusual times have reminded us to cherish what we do have and review/revise our life priorities.
As we approach the end of the year and the holiday season, we seem to be bombarded with opportunities for charitable giving. Happily, many of us answer this call and donate generously to our favorite charitable organizations. Your generosity may also be beneficial at tax time if you remember a few tax implications of donations …
Your Financial Year-End To-Do List
It’s the end of the year, and your to-do list is a mile long. The last thing on your mind is your finances. Still, they deserve a good look before the close of the year. While we cannot help you with the cooking, cleaning and gift buying, we can help with your financial year-end to-do list.
Four-Step Process to Discuss Debt Management with Your Partner
Why are we ending a stressful year talking about debt management?
Correlation Between Income Taxes and Medicare Premiums
When the time has arrived where a conversation includes both taxes and Medicare, often there are more exciting items to plan for such as visiting family, traveling, golfing, or diving into a life-long hobby you’ve always been interested in. Although those other interests often take precedence, it is important to understand the correlation between income taxes and Medicare premiums as there are a few planning considerations related to the Medicare Income-Related Monthly Adjustment Amount (“IRMAA”). IRMAA is an additional surcharge for Medicare that is payable based on your income level.
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...