You spent two decades of your life raising your children to prepare them to go out into the world on their own. The hope was when the kids were out of the house you are doing things you wanted to do in life. Perhaps it was more traveling, going back to work or simply...
Make it a New Year’s resolution to check IRA beneficiary forms and employer plan beneficiary forms. If you got married, had a birth/adoption or a death in the family in 2021, these forms may need to be updated. What better way to start the new year than with a...
Do you start a new year with the initial thought of “what do I need to accomplish and/or what do I want my life to look like in the next 12 months?” January seems to be a turning point for many as we head into a new year and it is not too late to reflect on our...
It’s that time of year again and we know what’s on your mind. No, not exercising off the extra five pounds from this year’s Thanksgiving feast. It’s time for year-end planning to set yourself up for success in 2022. As you have heard us say countless times before, so...
Investment real estate is a wonderful way to build wealth over time. This is a strategy that has been successful for many of our clients over the years. There are many benefits to owning real estate investment properties. These include the ability to create a passive...
Football, pumpkins, crisp morning air and shorter days are all a sign of a new season. Fall is my favorite time of year and, although it may feel a bit different because of our current world health crisis, I’m going to do my best to enjoy as much of this season...