Articles
5 Essential Financial Moves to Make Before the Year Ends
By Adam Brooks, CFP® The past several years have been challenging for many, with worries about a potential recession and ongoing inflation leaving many wondering
5 Essential Financial Moves to Make Before the Year Ends
By Adam Brooks, CFP® The past several years have been challenging for many, with worries about a potential recession and ongoing inflation leaving many wondering
Latest Posts
Social Security Income
Estimating your future Social Security benefits used to be a difficult task, but not any longer. For an estimate of your projected benefits, go to www.ssa.gov/estimator. The retirement estimator gives estimates based on your actual
Save Now or Save Later?
Most people have good intentions about saving for retirement. But few know when they should start and how much they should save.
What Are the Pitfalls of Probate?
Have you ever wondered what will happen to your estate after you die? How long will it take for your loved ones to receive the estate you’ve left them? Will each receive what you’d like
What Key Estate Planning Tools Should I Know About?
Wills and trusts are two of the most popular estate planning tools. Both allow you to spell out how you would like your property to be distributed, but they also go far beyond that. By
Five Financial Actions for the New Year
The New Year is often a time for reflection, resolutions, and resets. New commitments to our diet and exercise routine, as well as getting or keeping our financial house in order are among the most
Tax Strategies for Retirement Plans
If you receive a distribution from a qualified retirement plan such as a 401(k), you need to consider whether to pay taxes now or roll over the account to another tax-deferred plan. A correctly implemented
