Women are playing more of a role in financial decision-making and are striving to build financial confidence and security. Are you ready to boost your financial confidence? If so, here are five things to consider: A recent study revealed...
Read more
Click image below to view the e-book, 7 Financial Moves for Your 30’s
Read more
When working with a golf pro, the development of the long game will utilize power and distance to optimize success. Finding the right financial pro can also help you develop the optimal retirement long game. Recent Roth IRA Changes: Time To...
Read more
Want to be the hero of your future? Entrepreneur and former pro boxer, George Foreman, once said, “The question isn’t at what age I want to retire, it’s at what income.” The good news is you don’t have to be George Foreman to retire...
Read more
Becoming a parent comes with many new responsibilities and concerns; it’s only natural to worry, as you want the best for your child and your child’s future. A financial advisor can help you gain greater confidence and a sense of control through...
Read more
Retirement has both financial and life implications. Retirees today are spending up to 30 years enjoying the fruits of their life’s labor. Because of this, it’s important to plan for longevity in retirement. Asking yourself the following...
Read more
The phrase “legacy planning” is being used more often in place of estate planning. “Legacy,” according to Merriam-Webster dictionary is defined as “a gift by will of money or other personal property”. Therefore, most believe that legacy planning...
Read more
After you reach the age of 70 1/2 you must take required minimum distributions (RMDs) from your retirement accounts each year. The amount you must withdraw is calculated by dividing the IRA account balance as of December 31 of the prior year by...
Read more
The rules surrounding required minimum distributions (RMDs) can be confusing. Taking the time to understand these rules along with the impact that your RMDs may have on your IRA, retirement account, financial plan and tax situation could save you...
Read more
Many students are unable to qualify for the loan amount they need and must have a parent, relative or friend co-sign the loan to borrow the amount needed. Being a co-signer means that you and the student share the legal responsibility for...
Read more
It is often said that a college degree is an investment that pays for itself. However, the cost of this investment can often be an overwhelming burden to parents even when their child is still in elementary school. According to a recent analysis...
Read more
As you look for help in managing your finances, make sure you select a professional who will fit your needs and be proficient in assisting with your financial future. There are many roles in the financial industry (advisors, planners, and...
Read more