Unlocking your financial future through goal setting. Financial goal setting is not just for those beginning their financial journey, but also for those that understand that success doesn’t happen by accident. Achieving financial independence or securing a comfortable retirement requires careful planning and actionable goals. But how do you ensure you’re on the right path […]
Unlocking Your Financial Future Through Goal Setting Read More »
Let’s discuss maximizing your benefits after meeting your health insurance deductible. As a certified financial planner I’ve come to realize how critical it is to be strategic about using your health insurance, especially after meeting your deductible. Understanding how to maximize your health insurance benefits can be a key part of preserving wealth and maintaining
Maximizing Your Benefits After Meeting Your Health Insurance Deductible Read More »
Should I use an annuity as part of my retirement income strategy? Replacing the income you are used to in retirement can be complicated. You’ve likely spent decades building wealth, investing wisely, and working toward financial security. But as retirement nears, the question becomes: how do you turn your assets into sustainable income for the
Should I use an annuity as part of my retirement income strategy? Read More »
As the year winds down, it’s time to think about the often overlooked aspect of financial planning: your Flexible Spending Account (FSA). For many, making the most of every financial tool is essential to staying on top of your finances. Your FSA is one of those tools, but like many things in finance, it comes
Tips for Utilizing Unused FSA Funds Effectively: Maximize Your Health Dollars Read More »
For my high net worth clients, I am especially thankful this year. The reason? They have a golden opportunity to take advantage of the higher estate and gift tax lifetime exemption for 2024. This is a significant financial planning moment, and one that could help preserve millions of dollars for future generations, charitable causes, and
What’s the right strategy for funding my child’s education? As a parent, there’s nothing quite like the desire to see your child succeed. And for most of us, a huge part of that success is making sure they have access to a good education. However, for us, funding that education goes beyond just saving money,
What’s the right strategy for funding my child’s education? Read More »
As we approach Thanksgiving, the end of the year, and start thinking about taxes, I’m reminded of celebrating financial wins. A financial win I’m thankful for: the ability to make deductible IRA contributions. This simple but powerful tool offers a range of benefits for those who qualify, especially you if you are not participating in
Fear of answering your financial advisors phone call, does this happen to you? It has recently occurred to me that many clients and associates have a apprehension for answering their financial advisors phone call. In general their response is that my advisor ultimately wants me to move… I can understand how clients may feel about
Eliminating the fear of answering your Financial Advisors phone call Read More »
Planning for retirement can feel like staring at a giant puzzle where all the pieces seem to be scattered everywhere. If you’ve ever found yourself wondering, “How much do I need to have saved to comfortably live off just the interest for $80,000 annually?” You’re not alone! Many people are grappling with this very question.
How Much Should You Save for Retirement to Earn $80,000 a Year Just from Interest? Read More »
