Talking About Money: Navigating Wealth Transfers Across Generations
As financial advisors, we have the privilege of working with numerous families, witnessing their triumphs, heartbreaks, milestones, and life transitions. ...
Why the Self-Employed Should Consider a Solo 401k
Self-employed individuals have multiple options to save for retirement and invest in a tax-efficient manner. One of those options, the ...
A “How To” Guide to Retirement Savings for the Self-Employed
In the past, I’ve received calls from clients who had already retired but decided to get back into the game ...
Amortization
What Is Amortization? Amortization is an accounting technique that involves spreading out the cost of a debt over a period ...
Rule of 72 – Compound Interest
What Is Compound Interest? Compound interest is the interest on savings calculated on both the initial principal and the interest ...
The Divorce Checklist
Many who find themselves on the brink of divorce say they aren’t fully aware of what they have or what ...
The Top 5 Medicare Mistakes
Written in partnership with Chapter Medicare Medicare can be quite daunting. There are thousands of supplemental plans, many different enrollment ...
Financial Moves for New Parents: A 5-Point Checklist
Becoming a parent is an exciting phase in life’s journey. Suddenly, you’re responsible for another tiny human being. Amid the ...
First Time Homeowners: Have You Thought of Everything?
My wife and I purchased our first home seven years ago, which was not nearly as fun as an episode ...
