What if everything you thought you knew about financial planning was wrong? Many well-meaning people fall victim to common financial myths—some of which could cost them thousands of dollars or even their retirement security. Let’s break down some of the
Estate planning isn’t something you do once and forget about—it’s an ongoing process that helps ensure your financial affairs are in order and your loved ones are taken care of. One of the most important documents in an estate plan
Tax season can be challenging, especially if one is not financially prepared. While it may seem tedious, preparing beforehand can save time from last-minute hassles and help optimize tax returns. Therefore, adopting certain financial habits before the onset of tax
People often misunderstand Social Security retirement benefits and taxation since not all benefits are taxable. The amount of benefits one receives and how much Federal tax applies depend primarily on the income level of the receiver and other factors. How
Catching up on retirement savings can feel daunting, especially if you’ve started late. However, with strategic planning and commitment, it’s entirely possible to build a comfortable nest egg for your future. Here are four actionable steps to help you enhance
Retirement planning can sometimes feel like trying to hit a moving target. Policies change, rules shift, and retirees often find themselves needing to adapt their strategies to keep pace. Many recent policy changes affecting retirement have many people asking, “What
Whether you’re checking your account balances, planning your next adventure, or enjoying a well-earned retirement, markets move… and with it, your account values may as well. Recent market volatility, driven by the Federal Reserve’s announcement to slow rate cuts, has
In recent months, the financial landscape has been marked by unpredictability. The Federal Reserve’s recent announcement to maintain interest rates at their current levels has left many investors on edge. While the Fed has signaled a cautious approach, it has
As a financial advisor, I’ve had the privilege of working with many clients from Generation X—the often-overlooked cohort born between 1965 and 1980. And I can say with certainty that this generation is facing some unique challenges when it comes
