Estate Planning Papers Every Family Should Have
Ensure your loved ones are cared for and maintain peace of mind during the holidays and beyond by organizing key estate planning documents like wills, trusts, powers of attorney, and medical directives.
Diversify Across Three Key Investment ‘Buckets’
Diversifying your investments across three distinct “buckets” – Tax-Free, Tax-Deferred, and Taxable – ensures financial resilience and optimizes your tax strategy for future stability.
Why Now Is The Time To Revisit Your Long-Term Care Plan
Revisit long-term care planning for better solutions and peace of mind for you and your family.
2021: T.R.A.P., Risks, And Strategies For Success
As we bring in the new year, let’s take a look at roth conversions, asset location, and calculating your risk.
How To Protect Your Castle
Are you doing what it takes to protect your finances from the barbarians?
2023 Financial Advent Calendar
To end the year on a high note, we created a Financial Advent Calendar filled with 25 Financial Planning gifts to enjoy this Advent season with friends and family.
Maxing Out Your 401(k) vs. Investing In Emergency Funds
Recently, I’ve been fielding a range of inquiries revolving around a common question: “Should I invest my emergency funds because rates are low?” The unequivocal answer is “No.”
From Good To Great
The opening line of Jim Collins’ book emphasizes how settling for “good” can hinder achieving greatness, a concept applicable to various aspects of life, including diet, fitness, and financial planning.
The Power Of H.A.I.L. For High Earners
High earners should follow H.A.I.L: Maximize HSA, leverage Roth options, secure a line of credit, consider cash value life insurance, and prioritize employer-matched pre-tax investments for optimal financial allocation.
Why Diversify Your Portfolio?
Balance your portfolio like choosing vehicles for different terrains – from high-flying tech giants to steady staples like Hershey and Coca-Cola.
Strategies For Accessing Equity
From home equity lines of credit to borrowing against investment accounts, having these options ready can offer flexibility and potentially prevent unnecessary taxes on investments.
The Roth IRAs Role In Seizing Opportunities
Stay ahead of the game with the Roth Revolution—because when opportunity knocks, readiness is everything!