Jan 15, 2021

You’ve heard the old expression about putting your money to work for you, but what job are you going to give it? There are many different ways to invest and save your money but you have to know what results you’re trying to achieve.

When you think about your finances, ask yourself what does money represent and what...

Dec 30, 2020

In order for us to determine the direction we want to go with retirement planning, we’ve learned that it’s important to first get an idea of what we want our retirement lifestyle to look like. Everyone pictures something different and knowing that helps us build a plan that you can have confidence in.

On this...

Dec 21, 2020

We’ve been spending a lot of time on the podcast discussing financial literacy and where the majority of people are falling short as it relates to planning and investing.

As we move forward this week, let’s start by talking about retirement concerns we continue to see. One of the biggest we’ve found is voluntary...

Dec 11, 2020

The biggest fear that anyone has for retirement is running out of money. No one wants to be forced to work if they’d prefer not to, and that’s where income planning comes in.

You might be surprised to know that less than half of all people are financially literate when it comes to retirement. Most people aren’t...

Dec 3, 2020

As we approach the end of the year, people start thinking more about taxes and want to find ways to lessen their tax burden.

One area where you might already be lessening your tax burden and not fully realize it is through charitable donations. The holiday season brings that out even more so we want to make sure your...