Financial Planning

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  • Jan 4 2021
    What Should I Include in My New Year’s Resolution?

    If 2020 taught us anything, it’s the importance of being prepared. It's time to can get your finances in order to guard against the next difficult season...

  • Nov 2 2020
    Are you fed up with your annuity?

    Just last week we had another exhausting encounter with an annuity company. Sound familiar? Do you feel frustrated and lost with your annuity?

  • Sep 1 2020
    At a crossroads: which is better: to retire with zero debt or a million bucks?
    Which is Better: Savings or No Debt?

    Which is better for retirement? Savings in the bank or no debt? The answer is not as simple as you might think... let's find out together!

  • Aug 3 2020
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    What should I look for in a Financial Advisor?

    The financial industry is constantly changing. Here are a few things you should know about a financial advisor before you hire them...

  • Jun 1 2020
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    Why Do So Many People Fail in Retirement?

    Unfortunately, one in three families will not have enough money to maintain their lifestyle throughout retirement. Here are 3 reasons why...

  • Apr 1 2020
    SECURE Act of 2019
    How SECURE Should We Feel about DC’s New Tax Laws?

    In the last weeks of 2019, congress passed numerous new laws that have investors scratching their heads. Let’s look at the SECURE Act to find out why...

  • Feb 1 2020
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    How can I develop financial discipline in my life?

    So many of us are consumed with contributing to our retirement accounts that it’s easy to ignore our budget and unleash our impulsive spending habits...

  • Feb 1 2019
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    10 Things to Know About Qualified Charitable Distributions (QCDs)

    Want to save on taxes by making qualified charitable distributions (QCDs)? Here are 10 things to keep in mind as you plan out these complicated donations.