As the days get warmer, many people are spring cleaning their homes, including all their old filing cabinets. Our clients often ask how long they need to hold on to all their old paperwork. Let’s examine the best practices for shredding your documents.
Read MoreThis webinar provides a historical perspective to recent stock market declines related to COVID-19. It also provides some financial planning opportunities and ideas to explore in the future.
Read MoreTax season is upon us. Find out what you need to know to make this tax season painless and worry free!
Read MoreDuring retirement, is it best to take distributions from IRAs, Roth IRAs or personal brokerage or savings accounts? The decision of "Which account?" is an important one with many factors to consider.
Read MoreWhile both mutual funds and exchange traded funds (ETFs) can be effective tools when creating a diversified portfolio, it is important to understand attributes of each of these investment options.
Read MoreIn our previous article, we provided some insight and listed the benefits of utilizing donor advised funds as a component of a charitable gifting strategy. As a follow up, we wanted to provide some information that could be helpful when vetting custodians who offer donor advised funds.
Read MoreWith the new tax law, bunching charitable donations may make sense. Donor advised funds can be a great tool in your charitable gifting strategy. This article discusses attributes and unique features of donor advised funds.
Read MoreMany people have questions regarding their Social Security retirement benefits. This article addresses several of the more common questions that people often ask us.
Read MoreIs retirement on your horizon? Have you thought about what it will take to be prepared financially to retire? This article provides a number of common financial decision points and action items that you may need to evaluate during your “pre-retirement” period.
Read MoreIn this article, we provide some insight into managing those retirement expenses that pre-retires are most concerned about: taxes and health-related expenses.
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