By Matt Cherry, CFP® If you’ve ever looked up how to navigate required minimum distributions (RMDs), you’ve probably found a mix of IRS language, half-explanations, and conflicting rules that don’t quite connect. It’s one of
By Laurel Kutler, CFP® If your divorce is finally over, you might be breathing a sigh of relief. But if you’re like many recent divorcées or divorcés, you still have some work to do. You
By Adam Brooks, CFP® For many executive employees, compensation looks generous on paper, but the tax impact often tells a different story. A bonus arrives and the net feels lighter than expected. Equity vests and
By Matt Cherry, CFP® It’s never too late to start fresh. Whether you’ve faced debt, made investment mistakes, or simply want a clearer path forward, the new year is a perfect opportunity to hit reset,
By Larry Van Quathem, CFP® One of the biggest worries for anyone approaching or living in retirement is running out of money. After years of careful saving and investing, the challenge shifts from accumulation to
By Adam Brooks, CFP® In our office’s day-to-day work, we often help our clients work toward their future goals. Reflecting on financial progress with gratitude is an important part of the picture. As we enter
Written By Adam Brooks Even the best ideas or unique ways to serve customers can hit a wall if your small business cash flow isn’t managed carefully. For startups and growing businesses, keeping a close
By Laurel Kutler, CFP® The likelihood of realizing your retirement goals often depends on having a solid retirement savings plan in place. And the real question to ask is whether those savings can last all
By Lane Reynolds, Senior Financial Advisor As a financial advisor, I have come to realize that the most important principles I use to guide my clients toward financial prosperity are the very same ones I
By Matt Cherry, CFP® When it comes to planning for retirement, the decisions you make today can have a big impact on your financial future. One strategy gaining popularity among investors is the Roth conversion.