Save Early, Save Often, and Save Tax Efficiently
Opportunistic tax planning can help extend the life of your retirement savings. Here’s how.
Taking Inventory with Financial Tracking Apps
If managing your financial accounts feels clunky or time-consuming, a money management app can help you track spending, savings, and performance. Here are three to consider.
Six Retirement Tips That Should Go Away Forever
These misperceptions can end up costing you a lot of money, and more importantly, years of your life working for someone else rather than pursuing your passions.
Becoming Financially Independent Part 3: Build Your New Three-Legged Stool™ and Help It Grow
It’s just as important to diversify how funds are saved as it is to diversify how they are invested.
Becoming Financially Independent Part 2: Do Not Disturb Accumulation, Do Not Overlook Consolidation
Do not spend money that has been accumulated for financial independence. Invading long-term savings extends the time it will take to achieve a goal.
Becoming Financially Independent, Part 1: Where to Start
Time is the most important word in our investment vocabulary. If financial independence is the goal, starting today beats waiting until tomorrow.
Five Small Steps for You, One Giant Leap for Your Retirement
Take small steps, make prudent choices year after year, and watch your savings and investments grow.
Do You Have an Accurate Vision of Retirement? If You Don’t Know Where You Are Going, It’s Going to Be Hard to Get There.
Retirement is not a date on a calendar; it is a journey that begins before our working career ends.
Who Really Wants to be a Millionaire?
Becoming a millionaire doesn’t happen on its own: it takes planning and perseverance. Here are some steps you can take to grow your net worth.
Contributing Too Much to Your IRA Can Cost You
Learn about contribution limits for traditional and Roth IRAs and get advice on how to minimize penalties if you’ve contributed too much in a given year.
What Should You Do with a 401K from a Past Employer?
From cashing out to transferring your balance, here are the different strategies for dealing with 401(k) plans from previous employers
Retirement Really is a Journey, Not a Destination
A successful retirement plan starts long before the last day of employment and considers both financial and lifestyle decisions along each individual’s unique journey.
How Tax-Efficient Will Your Withdraws be in Retirement? What’s Your R/D Factor™?
Our New Three-Legged Stool™ strategy and R/D Factor™ help us keep taxes lower for our clients in retirement
Review Your Social Security Records
By accessing your Social Security records online, you can verify that your benefit information is correct, update information, and receive information on estimated benefits based on your anticipated retirement date.
