When Can I Successfully Retire?
After considering your current financial situation and future goals, we work with you to plan a successful retirement.
Making Gifts to Children: Best Practices in 2021
What's the best way to pass your assets on to the next generation without paying an inordinate tax?
Market Sentiment, New CPI Data, and European Securities
Market sentiment appears to be driving stock activity, increased inflation from used care pricing, and recent Fed announcements are all contributing to recent market activity.
Strategies to Reduce Taxable Income
Effective tax planning is an impactful factor in building wealth that you can control. The techniques in this article can help improve your financial outlook.
Health Insurance for Young Retirees
If you're retiring before you're eligible for Medicare, what will you do for healthcare? Between COBRA, the Marketplace, or a spouse's plan, what works best for you?
Social Security and Your Retirement Benefits
Most people expect to receive Social Security benefits in retirement, but how much will you get? And what can you do maximize your benefits?