Financial Planning, Market Events, Retirement Planning
The $2 trillion coronavirus response bill (the CARES Act) passed on Friday. The bill is 900+ pages. It is packed with relief measures for big companies, small businesses, state/local governments, public health, education, and individuals. We’ve combed over it and...
Health Care, Retirement Planning, Tax Planning
For most people, saving for retirement starts with an employer plan like a 401(k) or 403(b). Savvy investors also explore Roth IRAs and even backdoor Roth contributions to grow their wealth. But one tool often gets overlooked: the Health Savings Account (HSA). ...
Financial Planning, Retirement Planning
There’s no single moment when you suddenly ‘need’ a financial planner. But over time, as your life becomes more complex, with multiple income streams, retirement questions, growing assets, and aging parents, it often becomes harder to manage it all...
Financial Planning, Retirement Planning
Social Security is one of the few predictable income sources many of us can count on in retirement. But knowing when to claim it? That part isn’t so straightforward. If you’re still trying to get a handle on how Social Security works, we recommend...
Financial Planning, Retirement Planning
Retirement is a significant milestone, and feeling confident as you approach it comes from thorough preparation. Many wonder, Am I ready to retire?, but the answer isn’t just about having enough savings. Retirement readiness is a broader assessment of your...
