Financial Planning
Financial Mistakes Couples Can Avoid in Retirement
It’s important to figure out a game plan around your financial affairs if you’re married or have a life partner. While everyone’s situation is going to be a little bit different, there are a few things to consider when developing your financial plan. Read on for some of the most common financial mistakes that you…
Inflation Worries
The significant amount of money that is being pumped into our economy from various stimulus packages is having an impact on the cost of goods. The price of food, gas and materials for home improvement projects have risen dramatically over the past few months, with double and even triple digit inflation. With the overall easy…
Travel Tips as COVID Restrictions Relax
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 from leisure consultant, Kim Ennis of Classic Travel & Tours, before you plan your next getaway! The Benefits of a Travel Agent Contrary to what…
Don’t Overlook Life Insurance
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 with impressive long-term care solutions or serve as an income replacement vehicle for later in life if correctly structured. Consider the following benefits that life…
Sustaining Your Physical Health
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. If you don’t have your health, your wealth really doesn’t matter. Consider these fitness tips from Tyler Cox, professional CrossFit coach and owner of CrossFit…
COVID’s Impact on Legal Documents
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. Unfortunately, some of these folks found themselves in a tough situation without having properly executed estate planning documents. This could have resulted in legal tie…
Managing Your Mortgage Options
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 it is a very busy purchase market as well. Sometimes refinances are necessary and other times it’s just a matter of convenience with interest rates…
Tax Planning vs. Tax Preparation
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 you. A fiduciary advisor will review your tax and financial documents, evaluate your current financial situation, and design a plan that is tax wise with…
Year-End Tax Planning 2020: 6 Tips to Maximize Your Savings
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 benefit from getting a head start on collecting documents, assessing your financial situation, and making a plan for tax season. Let’s take a look at…
Make a Health Savings Account Part of Your Retirement Plan
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. But have you considered including a health savings account (HSA) in your retirement strategy? Let’s take a look at the advantages of an HSA and…
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