Learn why we use time-weighted return as a reporting metric and see how it gives you an accurate picture of portfolio changes over time.
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.
Understand your path for rolling after-tax money in employer-sponsored plans to a Roth IRA and the rules that need to be considered to complete this transaction properly.
Divorce rates are on the rise for those over the age of 55. Learn about the financial implications of this significant life event and get guidance on how to navigate the many considerations individuals face.
Many clients have questions about when they need to withdraw money from their IRAs and what the rules are for Required Minimum Distributions (RMDs). Learn how to evaluate distribution options and avoid penalties that arise when RMDs are not met.
Retirement is a journey to be enjoyed over time, not a destination. Chris Hershey will help you plan for your unique journey on this edition of Project Wealth.
Did you know a critical phase of retirement begins 10 years out? We’ll go over what you need to do in phase one on this edition of Project Wealth.
Our approach to retirement planning combines the seven-step process outlined by the Certified Financial Planner Board of Standards with our own unique focus on maximizing tax efficiency, managing risk, and minimizing expenses throughout retirement.
In planning for retirement, how you save is just as important as how much you save. Learn how you can save tax-efficiently by diversifying your assets across accounts that are taxed differently.
The 10-year period before you retire can matter more to your retirement success than any other.