Retirement Planning
Articles from our nationally recognized, weekly blog.

Roth IRA Conversions: The Single Greatest Legacy Gift You Can Give!
Most Americans dread knowing that the government is eagerly waiting for all those tax dollars you’ve been avoiding for decades. So the question is: how can you minimize taxes paid to the government for you,and your family’s, lifetime, while maximizing retirement income?

Understanding the Four Major Types of Annuities
Annuities can be a complicated animal. There are certainly circumstances where they fit a need in one’s life and so I’d like to take a few moments to educate about the 4 main types of annuities.

9 Rules to Optimizing Your Property & Casualty Insurances
Auto and homeowners insurance are two insurances that are often set it and forget it in an individual’s life.

Market Movement & Its Effect on Me
Like any 8 year bull market run, people start wondering and worrying. “When might this end? How does this impact the economy and spending behavior?”

Understanding Annuities in 5 Minutes or Less
Despite being one of the oldest investment vehicles out there annuities are still probably one of the most misunderstood investments on the market.

Help! I want to retire…and soon
Retirement. It’s a big and scary decision. You typically only get one shot at it and most of your decisions are permanent.

The 1% No One Seems to Care About
If I had a dollar for every time a client showed me an array of savings accounts at multiple institutions, I’d have several extra more dollars.

12 Financial Planning Tips for 2017
We all make New Year’s resolutions to better our lives for the upcoming year. So, why not make 2017 the year in which you give serious attention to your finances?
Healthcare Savings Accounts: Financial Planning’s Best Kept Secret
Healthcare Savings Accounts (HSA) are often misunderstood and very much underutilized. So how do they work? And, what the heck makes them so great?

The Only Two Credit Cards I Use!
On a weekly basis, I get this question from clients and friends alike: “Which credit card should I use?

Roth IRA Conversions: The Single Greatest Legacy Gift You Can Give!
Most Americans dread knowing that the government is eagerly waiting for all those tax dollars you’ve been avoiding for decades. So the question is: how can you minimize taxes paid to the government for you,and your family’s, lifetime, while maximizing retirement income?

Understanding the Four Major Types of Annuities
Annuities can be a complicated animal. There are certainly circumstances where they fit a need in one’s life and so I’d like to take a few moments to educate about the 4 main types of annuities.

9 Rules to Optimizing Your Property & Casualty Insurances
Auto and homeowners insurance are two insurances that are often set it and forget it in an individual’s life.

Market Movement & Its Effect on Me
Like any 8 year bull market run, people start wondering and worrying. “When might this end? How does this impact the economy and spending behavior?”

Understanding Annuities in 5 Minutes or Less
Despite being one of the oldest investment vehicles out there annuities are still probably one of the most misunderstood investments on the market.

Help! I want to retire…and soon
Retirement. It’s a big and scary decision. You typically only get one shot at it and most of your decisions are permanent.

The 1% No One Seems to Care About
If I had a dollar for every time a client showed me an array of savings accounts at multiple institutions, I’d have several extra more dollars.

12 Financial Planning Tips for 2017
We all make New Year’s resolutions to better our lives for the upcoming year. So, why not make 2017 the year in which you give serious attention to your finances?
Healthcare Savings Accounts: Financial Planning’s Best Kept Secret
Healthcare Savings Accounts (HSA) are often misunderstood and very much underutilized. So how do they work? And, what the heck makes them so great?

The Only Two Credit Cards I Use!
On a weekly basis, I get this question from clients and friends alike: “Which credit card should I use?