Featured Blog
HSA and Medicare Premiums – How to Best Use Your HSA After Age 65
Once you enroll in Medicare, you can no longer contribute to your Health Savings Account anymore but you can still use it tax-free for the rest of your life. In fact, since medical expenses are one of the largest expenses
Portfolio Rebalancing Strategies- How We Keep Your Investment Plan on Track
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When to Cash Out a Whole or Universal Life Insurance Policy
Life insurance is a vital part of any financial plan. But, that plan can change over time. An insurance policy that was right for you at one time may not be right for you today. How should you decide when to surrender or cash out a life insurance policy?
3 Scenarios When Roth Conversions Make Sense
Here’s a few scenarios that retirees find themselves in where we see the biggest benefits for Roth conversions:
Portfolio Rebalancing Strategies- How We Keep Your Investment Plan on Track
What does it mean to rebalance your investment portfolio, and why is it important? Here’s a look at how we manage client investment portfolios.
Questions to Ask When Choosing a Retirement Community
Picking a high quality retirement community where you are active, engaged, and healthy is a very important decision and can be a lot of work. Here’s what to consider as you are looking for a retirement community:
Steps to Create and Maintain an Estate Plan – Wills, Trusts, and More
We think of Estate Planning as 4 main topics: Your will, a trust, Power of Attorney documents, and account beneficiaries. Here’s how to create and maintain an estate plan around these 4 items
What to do After the Death of a Spouse
One of the hardest things that we do with clients is help process the death of a loved one like a spouse or a partner. Here’s some common tasks that need to be dealt with:
How to Invest and Plan Around a Windfall Inheritance
On average, 1 in every 3 inheritances are spent down in 2 years or less. Here’s how to create a sustainable, successful plan around your inheritance and some pitfalls you may encounter.
3 Steps to Create a Debt Paydown Strategy
Getting out of excessive debt is a great first step towards financial independence and a successful retirement plan. Here’s a few tips from us on creating a plan to get back on track with your financial plan.
Should I Delay Starting My Social Security?
A key strategy for most retirees is figuring out when to start Social Security. How do you determine the best choice for you?