It’s hard to believe that 2024 is more than halfway through. Lo and behold, it’s a presidential election year, too. November 5 is rapidly approaching. Whenever an election year rolls around, our trusted advisors tend to get a lot of questions from our customers about how to invest intelligently in the face of political uncertainty. …
July is officially here, which means you’re probably enjoying the nicer weather and the fact that you don’t need to worry about filing your taxes for another 9 months. However, July is actually the perfect time to assess whether you can improve your tax efficiency when you’re filing your taxes next year. You can begin …
As we head into the summer months, it’s a perfect time to remember that financial planning isn’t just about long-term savings and retirement plans. We are a family-oriented business, and we know that spending the summer months having fun with your loved ones is one of life’s greatest joys. That’s why we work with each …
There is no simple answer to the question ‘how much money do I need to retire?’ It depends on many factors, including at what age you plan to retire, your lifestyle, current and future spending habits, types of assets in your portfolio, and much more. While it is difficult to assign a dollar amount that …
Getting older has its nuisances as your health starts to decline, eyesight and hearing can deteriorate, you start having aches and pains in unexpected body parts. However, it does have its perks. Some of those benefits are in the form of tax breaks that come as you get older. Seniors have a larger tax deduction …
After working hard and building a little wealth, it’s incumbent on you to do what’s necessary to protect that which you have accumulated. There are several ways you can protect your wealth, including making wise investments that will help your nest egg grow. As you contemplate how to grow and protect your wealth in the …
In the United States, there are many ways to get financial aid to help pay for college. There are scholarships, grants, and even low-interest loans. However, with these options, student loan debt continues to grow. In fact, according to a recent report by the New York Federal Reserve, the average student loan balance has …
Retirement income is a topic that must be carefully discussed with your financial advisor to determine the best possible route for you. There are many sources of retirement income, and some work better for you than others. Having different sources of income for your retirement will mean you won’t be as dependent upon any single …
Are There Different Sources of Income for my Retirement? Read More »
As people get older, they often begin to think more about retirement. For many, this is a time to relax and enjoy the fruits of their labor finally. However, retirees must be mindful of their finances, especially during inflation. With the cost of living increasing, it cannot be easy to maintain the same standard of …