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 …

How to Talk to Your Family About Your Estate Plan and Avoid Complicating Their Grief

Sarah Duey   I once had clients with only one daughter. They created a trust for only their grandchild without ever telling their daughter why.   As the trustees, we worked with this daughter, because her child was still a minor. There were hard feelings — a lot of wondering why her parents …

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 …

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.

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 …

Five Reasons Your IRA is Deflating, and What to Do About It

By Craig Lemoine, Director of Consumer Investment Research Stocks, bonds and mutual funds have had a rocky start to the year. The S&P 500, a broad measure of the United States stock market, was down 4.6% over the first quarter. Mutual funds holding stocks and bonds have also lost value. …

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 …

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 …

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 …

Planning for the Rising Cost of Dependent and Child Care

Kevin Oleszewski, Senior Wealth Planner For many parents, childcare can be their biggest monthly expense, and rising inflation hasn’t helped matters. Add in the cost of caring for aging parents? You’re likely spending a fortune on care.

Tax Planning in Retirement: Strategies to Minimize Taxes When You Retire

Karl Strube, Senior Tax Planner The transition from employment to retirement can be complex. For decades, you received either a regular paycheck or earnings from self-employment, and now that will slow or stop. To compound that, you’ll be taking money out of all these accounts after putting …

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