Essential Questions to Ask a New Financial Advisor So, you’ve decided it’s time for a change and you’re ready to find a new financial advisor — one who takes a holistic approach to planning. But with so many options, how do you choose the right one? Asking the right [...]

Is It Time for a Change? 5 Signs You Might Need a New Financial Advisor Choosing the right financial advisor is one of the most important decisions on your financial journey. This is the person who will guide you toward your financial goals, help you navigate complex decisions, and [...]

Small Tweaks, Big Wins: 5 Financial Questions Every Couple Should Ask Little tweaks on a baseball swing can mean the difference between a single and a home run. The same is true for your finances. Consistent steps, not drastic overhauls, lead to significant financial wins over time. This isn’t [...]

Don’t Wait for Your 60s: 5 Financial Goals to Tackle Now Your 60s are a time for transition and anticipation. Retirement is on the horizon, and you’re probably dreaming of leisurely days and new adventures. And while those days may seem far off, the financial decisions you make in [...]

Aligning Your Values With Charitable Giving Many people see charitable giving as an essential part of their financial plan — not just for the tax benefits, but because it allows them to make a real difference in the world. It’s giving with a purpose, and it starts with aligning [...]

Tax Planning for 2025: Key Strategies to Reduce Your Tax Liability The new year is just around the corner, and with it comes a fresh opportunity to take control of your taxes. Whether you’re aiming for significant tax savings or simply want to optimize your financial strategy, now is [...]

Why a Roth Conversion Might Be Your Smartest Money Move Yet Financial considerations and lifestyle adjustments are obviously important as you plan for your future. But have you considered how taxes might impact your retirement income? A Roth conversion could be the key to securing a more comfortable and [...]

A Simple Guide to Required Minimum Distributions (RMDs) ABC, 123, RMD? Not so easy! Unlike The Jackson 5’s classic, navigating Required Minimum Distributions (RMDs) can feel more like a complex math equation than a catchy tune. But don’t worry, we’re here to help you decode the rules and avoid [...]

Plant Your Retirement Seeds in a Roth IRA: Why Now Is the Time for a Conversion Do you want to keep more of your hard-earned money in retirement? Of course you do — and one smart strategy to consider is a Roth IRA conversion.  Think of it like planting [...]

Solo 401(k): The Ultimate Retirement Plan for Self-Employed Individuals As a self-employed individual, you’re the CEO of your own retirement — which means you want to maximize every opportunity to secure your financial future. While traditional retirement plans may not offer the flexibility and contribution limits you need to [...]