Financial Planning

The four percent rule has been around for over two decades, which begs the question: Does it still hold any truth for today’s retirement planning strategies?

According to a recent study, 31 percent of adults claim money is a major source of conflict in their relationship. It can be an uncomfortable topic partners often tip toe around, but it’s one of the most important areas to ensure you align on with the one you love.

We continually hear of tax proposals on the horizon, but the thing about proposals is that they often change, especially in Washington.

Staying at the forefront of your retirement tax plan means becoming educated about tax strategies available at your fingertips. One of those strategies involves a Net Unrealized Appreciation (NUA).

Risk tolerance questionnaires can be a great starting point in determining how conservative your retirement investment strategies should be; however, they’re not the main solution.

Here’s a shocking statistic: About 70 percent of financial planning recommendations are never implemented. Why? It might be a direct result of the advisor you work with, or your natural behavioral finance tendencies.

You’re most likely well aware of the Biden Administration’s plans to increase taxes on the wealthy, but one of those initiatives is not moving forward.

Inflation continues to circulate headlines and ignite fear of an unpredictable future, but the good news is, a well-rounded retirement plan can weather the storm (short-term or not).

You’ve probably heard it before, but it holds steadfast and true: Boring is often better when it comes to investing.

The goal of a secure retirement plan is to prevent you from staying awake at night worrying about the next financial crisis, but in the event you have an investment nightmare, what would it be?

You need a strategic, customized plan to get yourself to retirement, but you also need a plan for what lies beyond.

To Roth or not to Roth? This might be a question you’ve asked yourself before, and upon comparing a Roth IRA to a traditional IRA, what makes the most sense for your hard-earned dollars often comes down to taxes.