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Are We Heading Toward a Recession in the Near Future?
June 13, 2022

If you’ve paid attention to headlines lately, you might not be feeling too optimistic about the future of the economy. Many analysts are predicting a recession which could begin next year, and some predictions appear dramatic. But is the situation really that bad? And how can you prepare for a…

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3 Signs You Need to Rein in Your Credit Card Use
June 6, 2022

In times of high inflation and rising interest rates, one thing you’ll want to avoid is credit card debt. Carrying high balances on your cards will erode your spending budget over time, but this can impact your retirement satisfaction, too. No one is saying to refrain from credit card use…

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Two Ways to Boost Retirement Savings: Which Do You Choose?
May 17, 2022

Many of us worry that we’re not doing enough to prepare for retirement, and know that we should be doing a bit more. At the very least, we want to max out our retirement plan contributions each year, and in many cases we want to do a bit more than…

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Why Paying Off Your Mortgage Might Not Be a Good Idea
May 10, 2022

Most of us dream of living debt-free someday. In particular, it would feel great to live in a paid-for home. And hopefully you’ll get there! But if you’re faced with a windfall of cash, paying off your mortgage might not be the best idea. And here’s why. All debts are…

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Ready to Retire? Check This List First
April 18, 2022

It’s normal to feel anxious to retire, but you don’t want to take that leap before you’re truly ready. Before setting a date, check this list for some of the more obvious signs that you need to tweak your retirement income plan. You haven’t calculated your retirement income. You aren’t…

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How to Minimize Taxes on an Inherited 401(k)
April 11, 2022

Your retirement account is designed to provide income to you throughout your retirement years. But in the event that you pass away prematurely, what will become of your money? Your spouse or another beneficiary will inherit it, but did you know that they could owe considerable taxes on that inheritance?…

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Don’t Overlook This Retirement Risk
March 14, 2022

As we approach our retirement years, most of us feel a bit of anxiety. That’s a completely normal way to feel before such a major change in lifestyle and financial status. But right now, with so much of the economy and society in general experiencing so many changes, you might…

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5 Smart Things to Do With Your Tax Refund
March 7, 2022

It’s that time of year again! Most of us dread having to gather the necessary paperwork and file our income tax returns, but for some there is a nice surprise waiting at the end. It is possible you will receive a sizable tax refund. It’s tempting to blow the whole…

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8 Ways to Have a More Fulfilling Retirement
February 14, 2022

With retirement planning, we often see clients focus on the financial aspect. And that’s certainly understandable! But let’s shift gears for a few minutes, and talk about what you will do to make this time in your life fulfilling. Everyone’s retirement dream is different, but the following eight suggestions are…

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10 Ideas for Managing Your Retirement Budget
February 7, 2022

With lifespans growing longer, many of us will enjoy a longer retirement. But we must all worry about the longevity of our retirement savings, too. Will your savings last for the rest of your life? And are there ways to strategize both your withdrawals and spending to hopefully make that…

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