If retirement is something you’re thinking about sooner rather than later, you know you’ve got some big decisions ahead – the biggest of which is if you’re ready to forego a regular paycheck. One of your most significant assets is…
Read More
The Myth of Sacrifice: Teaching Your Kid to Save for the Future While Enjoying the Present
We’ve all heard it. The financial analogy about the Starbucks latte, how much it will cost you in the long run, and how if you just saved that $5 a day, you’ll be able to retire on that money when…
Read More
A Financial Advisor’s Guide to Purchasing a Vacation Home
In today’s bustling real estate market, the allure of purchasing a vacation home is undeniable. The idea of having a retreat nestled in a picturesque location, ready to offer respite from the demands of daily life, is a dream for…
Read More
Don’t Plan for Retirement Like I Planned for Disney
In February 2024, my wife Susie and I decided to take our kids on an impromptu trip to Disney World. It was a spur-of-the-moment decision, and we only started planning the trip eight days before our departure. Little did we…
Read More
Maximizing Your Income: The Importance of Adjusting Tax Withholdings
One of the most critical aspects of managing your finances is ensuring you’re optimizing your income. While many focus on budgeting and saving, one aspect that often gets overlooked is adjusting tax withholdings based on changes in income. It might…
Read More
70% of Retirees Have this Money Worry
In March 2024, CBS News reported that “millennials could become the richest generation ever by 2044.” This is thanks to the $90 trillion in assets predicted to flow from one generation to the next. This transfer of wealth is a…
Read More
Why Sharing Tax Information with Your Financial Advisor Matters
As tax season begins to wind down (for most of us), you might be breathing a sigh of relief that you’ve gotten everything either to your CPA or you’re filing everything yourself. But what if we told you there’s one…
Read More