Author archives for Chelsi Balfour

    Financial Planning for Aging Parents

    Blog

    Financial Planning for Aging Parents

    Published by Ryan Cooley, Associate Wealth Advisor   We typically think of parents taking care of their children, not the other way around. But oftentimes at some point in our lives, these roles are reversed. Whereas in the first two decades or so of your life, your parents helped trai …

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    What Is the Difference Between Rental CCRC and Life Care CCRC?

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    What Is the Difference Between Rental CCRC and Life Care CCRC?

    Published by Christina Hester Snyder, Partner and Wealth Advisor   Reaching retirement is a huge achievement. You’ve worked your whole life for this! It’s time to make sure your hard work pays off and you’re able to enjoy the fruits of your labor. Whether you’re fully independent, or i …

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    Why Maxing Out Your 401(k) Is Not Always Ideal

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    Why Maxing Out Your 401(k) Is Not Always Ideal

    Published by Jacob William Advisory   Do you know where your retirement money will come from? If you’re like most people, you will have several different income streams that fund your retirement lifestyle, such as Social Security, personal savings, and investments.

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    What Long-Term Care Options Are Available for Seniors?

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    What Long-Term Care Options Are Available for Seniors?

    Published by Christina Hester Snyder, Partner and Wealth Advisor   Most people cannot fathom reaching an age where they can no longer care for themselves, but according to the U.S. Department of Health and Human Services, two-thirds of people turning 65 will need some type of long-term …

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    Should I Purchase Long-Term Care Insurance?

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    Should I Purchase Long-Term Care Insurance?

    Published by Christina Hester Snyder, Partner and Wealth Advisor   Life expectancies are rising! As a result of advancements in healthcare and medical treatments, we now get to spend even more time with our loved ones. Longer lives also come with extra costs like long-term care expense …

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    6 Secrets to Help Pursue a Happier Retirement

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    6 Secrets to Help Pursue a Happier Retirement

    Published by Mark Ring, Managing Partner, Founding Partner and Wealth Advisor   Many Americans dream about retirement. They work hard for 50 or so years and want to finally be able to enjoy some time to themselves and do the things they had always dreamed about. That being said, relaxi …

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    Why It’s Important for Employees to Sign Up for Their Company 401(k)

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    Why It’s Important for Employees to Sign Up for Their Company 401(k)

    Published by Ryan Cooley, Associate Wealth Advisor By now you’ve probably heard over and over that you should be actively saving for retirement if you want any hope of having enough money to last throughout your golden years. This messaging is everywhere—TV commercials, Facebook ads, Linked …

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    5 Reasons Not to Put Off Financial Planning

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    5 Reasons Not to Put Off Financial Planning

    Published by Christina Hester Snyder, Associate Partner and Wealth Advisor   For many people, managing their finances is stressful and overwhelming, which often leads to procrastination or avoidance of financial decisions or organization.

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    Inflation Is Up. How Long Will It Last?

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    Inflation Is Up. How Long Will It Last?

    Published by Christina Hester Snyder, Associate Partner and Wealth Advisor   Prices are up everywhere on everything, and unfortunately, we can expect that to continue. After months of being told the current inflation crisis is transitory, Federal Reserve Chair Jerome Powell announced t …

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    How Much Do I Need to Retire Comfortably?

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    How Much Do I Need to Retire Comfortably?

    Published by Christina Hester Snyder, Associate Partner and Wealth Advisor   If you ask Google: “How much money do I need to retire?” you’ll get over 100 million results. While you should be asking this question, Google won’t give you the answer you need.

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