Filing for Social Security and Spousal Benefits

For many retirees, Social Security benefits represent a sizable chunk of guaranteed monthly income. Think of it as a nice supplement to the nest egg you’ve worked so hard to build over the years. Taking advantage of spousal… more

How the SECURE Act Affects Your Retirement

Retirement planning serves one true purpose—preparing for your future so that you can live the life you want when you decide to step away from the workforce. Think of it as your financial freedom plan. Smart planning doesn’t… more

How to Make Better Financial Decisions in 2020

Ushering in a brand-new year has a way of sparking real reflection; personally, professionally and financially. It’s a fresh start—a time to absorb the lessons of 2019 and look ahead to the coming year with a sense of… more

5 Strategies to Minimize Taxes in Retirement

After working for decades, retirement is about transitioning away from the daily grind and taking some much-deserved time for yourself. If you planned ahead and began contributing to your nest egg early on, you’ll have funds waiting for… more

Give to Charity, Get a Tax Break with Donor-Advised Funds

The latest round of tax reform has had a pretty significant impact on charitable giving, specifically when it comes to writing off donations. This is because certain tax deductions are only available if you choose to itemize, rather… more

Banking Smarter: Using Cash Flow to Build Wealth

Building a solid financial foundation requires more than simply having money. Any experienced financial advisor will tell you that how you manage your money has a far greater impact on whether or not you thrive financially. As counterintuitive as… more

Why Estate Planning Is Critical for Modern Families

Today’s American families reflect the changing times we live in, and that’s a good thing. The truth is that families come in all shapes and sizes. Some parents belong to the LGBTQ community, others are unmarried or on… more

Financial Planning for the Sandwich Generation

Roughly one in seven middle-aged adults belong to the sandwich generation—people who are financially supporting an aging parent along with children of their own. It’s a tug of war that leaves many feeling burned out when it comes… more

How to Invest During Volatile Markets

A sound investment plan is one of the greatest tools we have for growing our wealth over the long term. This requires staying disciplined and committed (in good times and bad), but sticking with it during market downturns… more