After being sequestered for more than a year, travelers are dusting off their suitcases and planning their next domestic or international adventure for the summer season. Consider these great tips…
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As you work towards diversifying your financial portfolio, you may want to give some thought to life insurance as an option. As an asset class, life insurance can provide you…
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Making the decision to incorporate a more active lifestyle at age 50 and beyond can be challenging especially if you’re recovering from an injury or are navigating a health setback.…
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When was the last time you updated your legal documents? Many worry about setting up a will, trust, power of attorney, or medical directives due to the impact of COVID.…
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The year 2020 had the record for the highest volume in mortgages due primarily to record low interest rates. Refinancing is making up roughly 70% of all mortgage transactions and…
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When it comes to minimizing taxes, it could be advantageous to work with a fiduciary advisor along with an accountant or CPA when creating a tax plan that’s right for…
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The best way to maximize your tax savings is to get started well before Tax Day comes. Whether you’re in a high tax bracket or a lower one, you can…
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You’ve heard of 401(k)s and IRAs as retirement savings vehicles—and you may already have a solid investment strategy using one or both of these account types in your retirement plan.…
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One of the most difficult decisions about retirement is deciding where to spend it. Whether you live in Richmond already and are deciding whether to stay, or you’re considering moving…
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Are you making excuses to avoid thinking about retirement? Sometimes people say they’re not ready to retire because they’re afraid they can’t afford to retire. Even if you really don’t…
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