Financial Planning
Reverse Mortgages: What They Are and If They’re Right for You
Last Updated: April 17, 2025 Millions of Americans are entering retirement encumbered with mortgages, while the state of American retirement savings is declining. According to epi.org, almost half of American…
Read MoreFive Tax-Advantaged Investments to Consider for Your Portfolio
Last Updated: December 18, 2024 Benjamin Franklin, one of the founding fathers, once famously said: “… in this world, nothing is certain except death and taxes.” While these words hold…
Read MoreHow to Diversify Your Portfolio
Last Updated: November 5, 2024 Go to almost any store or website that sells something—anything—and you will find several other products for purchase. In fact, you would be hard-pressed to…
Read MoreFive Ways to Minimize Taxes When You Inherit Money
Last Updated: July 16, 2024 After someone dies, their assets are usually transferred to their heirs—whether that be their spouse, children, or other blood relatives. Whenever assets are transferred, a…
Read MoreFive Ways to Maximize Social Security Benefits
Date Last Updated: September 13, 2024 Social Security provides a guaranteed fixed income to many retirees, helping pad their retirement savings and income. But did you know there are strategies…
Read MoreWhat Is Financial Planning?
Last Updated: June 28, 2024 According to the CFP® Board, “Financial planning involves look at a client’s entire financial picture and advising them on how to achieve their short- and…
Read MoreThe Value of a Financial Professional
Last Updated: May 10, 2024 With the emergence—and prevalence—of robo-advisors, where investing can be done with the click of a button on an app, the common question is, are financial/investment…
Read MoreMilestone Birthdays in Retirement
Last Updated: April 9, 2024 When we’re young, each birthday seems special, but for most of us, birthdays lose their luster as we age. Can we bring some of that…
Read MoreFinancial vs. Investment Advisor: What’s the Difference?
Last Updated: March 7, 2024 Titles do matter—and in the financial services world, so many titles exist that can and do mean very different things for you, the consumer. The…
Read More4 Options for Your 401(k) When You Leave a Job
Last Updated: March 7, 2024 So, you’ve left your job…now what? A white paper from Capitalize, a 401(k) rollover fintech company, found that American employees have “forgotten” about or left…
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