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Wednesday, June 1, 2022

Being financially responsible is extremely important to me. From a young age, I can remember my mom telling me how important it would be to save my money for my future. Back then, I didn't really understand why, but I knew that if she...

Monday, May 9, 2022

In its simplest form, a retirement plan can be split up into two parts, the accumulation phase, and the distribution phase. The goal is that you start early in the accumulation phase, so you don't need to skimp on the distribution...

Monday, May 9, 2022

When we get repeat questions from different clients, we realize it is a hot topic for people. One topic that has been brought up a lot recently is Medicare.Before we get into how it affects you, let's look at what has recently happened...

Monday, May 9, 2022

Lottery winners who go broke, you've heard the stories. You read about it, and it's hard to fathom how that could happen. We can dive into that topic in a different post but successfully transferring wealth across generations (or...

Monday, May 9, 2022

When we think about retirement, we pay attention to only the financial aspect of it most times. How much will we need per month? How much do we need to save? Will we have enough? The truth is retirement is more than just those...

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Tuesday, May 3, 2022

Roth IRAs can be a tremendous tool to give you flexibility in your journey to retirement. Creating some tax-free income in retirement allows you to be strategic with the amount of money you take out of your taxable accounts.New...

Wednesday, April 13, 2022

When you think about any successful venture it's common that you only pay attention to the end result. Watching professional golf is a terrific example. When you watch a professional golfer hit a pristine golf shot it's easy to say...

Wednesday, April 6, 2022

Money plays a significant role in our day-to-day lives. We work for it, we use it, we like to talk about it, but how often have you actually sat back and thought of the different things that you can do with money. What is the first use...

Friday, March 11, 2022

Bob has been a successful blue-collar business owner for the last 25 years. He runs a prospering one-person mechanic shop generating high income.During his time as a mechanic, he has bought some commercial properties. His wife Nancy...

Thursday, February 24, 2022

When planning to retire we always hear the term "able to." "Hopefully, we'll be able to retire", "I want to be able to retire on my terms" phrases like that. We know that we need to save money and have it grow but we don't always know...