Lifelong Blog
Our nationally recognized, weekly blog posts.
Navigating the Chemours Deferred Compensation & RSP Restoration Plan
Right now, the Chemours (and several others) Deferred Compensation and RSP Restoration Plan are in an open enrollment period. This is a great opportunity to share with you how these plans work.
Our Company Values: This is Us
Our employees know our value system – we live it, breathe it, and make it part of our daily work lives. But, that isn’t enough. We want everyone (clients, prospects, employees, wholesalers, etc.) to understand them as well.
Teaching Children about Money and Finances
Consider this: there is no school mandated curriculum on Money. Crazy, right? A foundation of understanding money and finance is essential to navigating adulthood.
Helpful Retirement Statistics
When can I retire? It’s such a common question that I’ve already written a few blogs on the topic. However, dealing with a lot of engineers and analytics I know many of you like to understand statistics and averages when formulating decisions.
The 7 Steps to Negotiating a New Car
We all know that uneasy feeling of going into the car dealership to purchase that brand new car. Take a look below at my 7 step strategy. I’m confident it’ll help.
Mega Backdoor Roth: One Mega Strategy
You’ve maxed out your 401(k), now what? As clients prepare for retirement, they often look for smart ways to save additional money. There are plenty of options for those dollars after you hit your limits. But, the question remains: are there any that allow for tax favored savings?
529 Plans – A Great Way to Invest in Your Child or Grandchild’s Future
Many of our clients with children, or grandchildren, are having the same concern; how do I save for their college?
12 Financial Planning Steps for Thirty-Somethings
Many of our client’s children are entering their pivotal 30’s from a planning perspective. Typically in your 30s, you’ll get to experience marriage, parenthood, and hopefully career advancement. These major life events cause an increased need to get your financial house in order.
Gold: The Pros, Cons, & Our Philosophy
Precious metals are on the rise again. With the price of gold hovering around $1,300/ounce, we are getting a fair amount of inquiries about investing in it (and other precious metals).
The Dow/DuPont Merger: What to Expect
There is little doubt – mergers can be frightening. Below is a list of what to consider, expect, and formulate as you go through what could be a tumultuous few years.
Navigating the Chemours Deferred Compensation & RSP Restoration Plan
Right now, the Chemours (and several others) Deferred Compensation and RSP Restoration Plan are in an open enrollment period. This is a great opportunity to share with you how these plans work.
Our Company Values: This is Us
Our employees know our value system – we live it, breathe it, and make it part of our daily work lives. But, that isn’t enough. We want everyone (clients, prospects, employees, wholesalers, etc.) to understand them as well.
Teaching Children about Money and Finances
Consider this: there is no school mandated curriculum on Money. Crazy, right? A foundation of understanding money and finance is essential to navigating adulthood.
Helpful Retirement Statistics
When can I retire? It’s such a common question that I’ve already written a few blogs on the topic. However, dealing with a lot of engineers and analytics I know many of you like to understand statistics and averages when formulating decisions.
The 7 Steps to Negotiating a New Car
We all know that uneasy feeling of going into the car dealership to purchase that brand new car. Take a look below at my 7 step strategy. I’m confident it’ll help.
Mega Backdoor Roth: One Mega Strategy
You’ve maxed out your 401(k), now what? As clients prepare for retirement, they often look for smart ways to save additional money. There are plenty of options for those dollars after you hit your limits. But, the question remains: are there any that allow for tax favored savings?
529 Plans – A Great Way to Invest in Your Child or Grandchild’s Future
Many of our clients with children, or grandchildren, are having the same concern; how do I save for their college?
12 Financial Planning Steps for Thirty-Somethings
Many of our client’s children are entering their pivotal 30’s from a planning perspective. Typically in your 30s, you’ll get to experience marriage, parenthood, and hopefully career advancement. These major life events cause an increased need to get your financial house in order.
Gold: The Pros, Cons, & Our Philosophy
Precious metals are on the rise again. With the price of gold hovering around $1,300/ounce, we are getting a fair amount of inquiries about investing in it (and other precious metals).
The Dow/DuPont Merger: What to Expect
There is little doubt – mergers can be frightening. Below is a list of what to consider, expect, and formulate as you go through what could be a tumultuous few years.