Investing, Retirement Planning
I think we can all agree on one thing: investing is hard. Not necessarily in a physically painful way – like stepping on a lego in the middle of the night. But emotionally. It is just tough at times. And 2022 was a great reminder. Before we go further, we would...
Financial Planning, Resource, Retirement Planning
Click here to view our Secure Act 2.0 Interactive Timeline. Located in the 4,100 page spending bill passed by Congress on December 29, 2022, you will find nearly 400 pages devoted to the second version of the Setting Every Community Up for Retirement Enhancement Act...
Investing, Retirement Planning
Are you contemplating getting a financial advisor? Before you take the plunge, it’s important to ask the right questions to make sure you have the right advisor for your needs. In this blog post, you will learn the key questions to ask a financial advisor so you...
Building Wealth, Family and Finances, Financial Planning, Investing, Retirement Planning
The Thrift Savings Plan (TSP) is a retirement savings and investment plan exclusively available to federal employees and members of the uniformed services. It offers numerous advantages, including diverse investment options, low costs, and tax benefits. This makes it...
Investing, Retirement Planning, Tax Planning
When markets dip, most of us focus on the losses in our accounts. But under the right conditions, some of those losses can work in your favor at tax time. Tax loss harvesting is a strategy that uses investments that have gone down in value to help lower your tax...
Investing, Retirement Planning, Videos
Repairing Your Investment Portfolio Amid COVID-19 In these uncertain times, we know investment performance can weigh heavily on your heart and your future. That’s why we created this 3-minute video about how rebalancing your investment portfolio can help...
