Vacation
Our Team’s Summer Vacation Ideas
With summer quickly approaching, we want to share some of our team’s favorite summer vacation ideas. And we welcome you to share your favorites on our Facebook page.
Recent Posts
Why You Should Get a Social Security Benefit Statement
By K. Bridget Schneider, CFP®, CRPC®When was the last time you got a copy of your Social Security benefit statement? If you are like many people, you may think you got one in the mail a year or so ago. However, it may have been several years ago. While...
How to Reduce Debt Quickly
Are you struggling to keep up on paying your debts? Do you have so many payments that there is nothing left over to put towards your future?
Why You Should Consider Sending Your RMD Straight to Charity
The QCD was first introduced in the Pension Protection Act of 2006. It was repeatedly extended, sometimes retroactively, until it became permanent as part of the Consolidated Appropriations Act of 2016.
Tips for Late-Start Retirement Planning
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?
Self-Employed Professionals Can Save Big on Taxes
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 lowering your tax bill.
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