family vacation at the beach

How to Plan a Family Vacation without Hurting Your Retirement

Family vacations are probably one of the largest impulse purchases you can make. Vacations can cost more than expected, especially if you have a large family or an exotic destination in mind. Several of my clients love to treat their entire extended families to a variety of family trips. Some of my best memories are  Read more ➝

couple sitting on couch and smiling at IRA form

How Can I Ramp Up My IRA in 2021?

As we head into another tax season, don’t overlook your IRA. Here are some easy and practical ways you can ramp up your IRA in 2021. Act Now. Did you know you can contribute for 2020 until the tax filing deadline? That means you have until April 15th to make your last contribution. If you’re  Read more ➝


Client Newsletter 1Q21

Dear Ambassador Family, I hope you enjoyed a Merry Christmas and a wonderful New Year! Our office is looking forward to what this new year will bring. Quick Recap of 2020 A quick glance at your December statement might give you the impression that 2020 was smooth sailing. Unfortunately, that was not the case. Do  Read more ➝


11 Retirement Planning Strategies to Jumpstart 2019

1.    Up Your Retirement Contributions The start of a new year is the perfect time to set new goals and save more. In 2019, you can contribute more than ever into your retirement accounts. Total contributions increased by $500, now totaling $19,000. If you are expecting a raise, bonus, or are able to sock away  Read more ➝


Don’t Get Stuck in the Honeymoon Phase of Retirement

You have worked your whole life to save for retirement. You anticipate having freedom and time to do whatever you want. However, many people struggle with the transition into retirement.   What is the Honeymoon Phase of Retirement? According to Dr. Joseph Coughlin, there are four phases of retirement. The first being the honeymoon phase.  Read more ➝

older couple enjoying retirement and a glass of white wine

Retirement Planning Strategies: 7 Year-End Mistakes to Avoid

As we approach the end of 2018, advisors of all disciplines have the special opportunity to remind clients of their value by showing that they understand their client’s personal situation. This is especially true for retirement and tax planning strategists. It’s easy for clients to feel lost, make poor decisions, and suffer major consequences if  Read more ➝