- Nov 16 2018Gifting Remains a Viable Strategy to Limit Taxes
Charitable giving is a great way to save on taxes--even under the new Trump Administration tax laws. Here are 3 great examples.Nov 7 2018Should You Pay off Your Mortgage? A Difficult Decision.
It's usually best to pay off your mortgage before retirement. That said, we don't live in a perfect world. Read our thoughts on the best course of action!Nov 1 2018Retirement Planning Strategies: 7 Year-End Mistakes to Avoid
Some of the biggest mistakes advisors make involve IRAs and retirement planning. Protect your clients and add these seven strategies to your checklist.Oct 10 2018Where’s the Beneficiary Form…?
Inherited IRAs are one of the biggest issues advisors deal with. Read these case studies to understand the importance of updating IRA beneficiary forms.Aug 22 20185 Ways to Mess Up Your Retirement: Buy a Brand New Car!
Don't mess up your retirement with an impulsive purchase. Read how buying a brand-new car could actually hurt your future plans.Jul 25 2018Ladies, Would You Like to Have an Extra $100k in Retirement?
Choices you make about retirement will determine how you live out the last years of your life. Ladies, we can help you optimize your money.Jul 19 20183 Reasons People Fail in Retirement
3 of the most common reasons people fail in retirement. Wondering if you're making the same mistakes? Read more to find out.Jun 28 2018Which Is Better For Retirement: Zero Debt or a Million Bucks?
Wondering if it's better to retire with a million dollars or no debt? Let our experience in retirement planning help you make the right call.Jun 25 20185 Ways You Can Ruin the Financial Future of Your Adult Children
We know how much you love your kids. Be warned, however, financially supporting your adult children can set them up for failure instead of success.