Recent Posts

Why You Should Consider Sending Your RMD Straight to Charity

By Joe Globensky, RFC®Reasons People Give to CharityThere are many reasons why people give money to charity:Giving to charity makes you feel good,Giving to charity strengthens personal values,Giving is more impactful than ever,Giving to charity introduces...

Tips for Late-Start Retirement Planning

By K. Bridget Schneider, CFP®, CRPC®Last month we suggested a few reasons early retirement planning is important.  That’s valuable information for Millennials, but what if you’re a Gen Xer?  You don’t need to feel like you’ve missed the boat.  For those of...

Self-Employed Professionals Can Save Big on Taxes

By Joe Globensky, RFC®Whether you have been a self-employed professional for years, or you’ve recently become self-employed, the success of your business is in your hands.  You need to take advantage of whatever assistance is available, and this includes...

A Few Reasons Early Retirement Planning Is Important

By K. Bridget Schneider, CFP®, CRPC®What is retirement planning?  Basically, it’s a process of determining how much money you’ll need in retirement and the steps to make that happen.  You identify future income sources, estimate expenses, implement a...

A Hopeful New Year Message

By Joe Globensky, RFC®“2020, we’re so glad you’re done, so we can all have an enjoyable 2021.” See what I did there? Now that my new year poetry resolution has been accomplished, let’s move on.REFLECTIONI wanted to spend some time over New Year’s weekend...


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