Ladies – Are You Planning for Your Security in Retirement?

While there are many challenges, these are the five most prominent that come to my mind when I think about retirement security for women. Sit back and think about all the decisions you make in life today that have an impact on your security in the future

How Long Will Your Retirement Savings Last In Each Of The 50 States?

Published by Ryan Cooley Times are a-changin’. And they’re changing quickly. $1 million has generally been seen as the gold standard for financial security, but thanks to inflation, a $1 million retirement fund might not get you as far as you think. According to Schwab’s 2019 Modern Wealth …

What Is A Fiduciary And Why Is It Important?

Published by Mark Ring, Wealth Advisor Have you ever heard of the term fiduciary? It’s one of the best words you can hear when searching for a financial advisor. But what does it mean? And why is it so important? Many people aren’t aware of the benefits of a fiduciary and how it may affect …

4 Tips to Take Your 401(k) to the Next Level

The best kind of money isn’t old, new or even tax-advantaged – it’s free money! If your employer has a 401(k) program, they probably have a matching plan. Know what that is and make sure you max it out. They’re essentially giving you money, which you never want to turn down.

Leave Them a Legacy, Not Taxes, with a Roth IRA Conversion

The SECURE Act is getting more press attention than retirement accounting has received in… well, probably ever, and was in the news all summer. It’s still being slowly digested by Congress but could change the landscape of retirement finance once it’s enacted.

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8 Legitimate Tax Loopholes You May Be Missing

3 Methods to Not Run Out of Money

What's the #1 fear in retirement? Running out of money. Get our step-by-step guide to help ensure your assets last a lifetime.

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