NEWS AND BLOG
A Path to Setting and Reaching Your 2020 Goals
What if you focused on your system instead of just your goals? Setting goals for a new year can feel overwhelming. We all know that resolutions don’t last, but we also feel the energy that comes with a new year of possibilities. Here’s a clearer path for setting and...
2020 Contribution Limit Changes & the Secure Act
Understanding the changes for 2020 so you can maximize your retirement There are some significant changes to your retirement plans starting January 1, 2020. Between the Internal Revenue Service announcing cost-of-living adjustments for tax year 2020 and the new Secure...
5 Ways to Build A Better Tax Plan
It's tax time. Maybe you just finished, or maybe you are holding out as long as possible but it's never too early to make your tax plans. It's important that as you build your plan, you think about some strategies to reduce or defer your taxes now or in the future....
Market Corrections are Healthy and Beneficial
Because they keep bubbles from forming – but only if you’re prepared With the stock market’s historic growth that began in early 2009, many believe a 10% pullback may be a healthy thing. Such a drop is not horribly painful, by historical standards, and smart investors...
Social Security: Is Your Age a Retirement Numbers Game?
When preparing for your retirement, think about how much income you may need each year to fund the lifestyle you want. To help maintain your living standard, you may need to save enough money to supplement other sources of retirement income, such as a company pension...
Updating Your Will Can Contribute to a Relaxing Retirement
Whether you are decades or months away from retirement, it may be prudent to review your will whenever there is a significant change in your family circumstances or finances. To stay current, revisit your will at least once every five years to help ensure your estate...
Understanding Interest Rates and Your Financial Situation
When discussing bank accounts, investments, loans, and mortgages, it is important to understand the concept of interest rates. Interest is the price you pay for the temporary use of someone else’s funds; an interest rate is the percentage of a borrowed amount that is...
3 Financial Planning Steps
Organization, efficiency and discipline are the three primary steps of financial planning. Organization is knowing where your money comes and goes. An efficient portfolio means a better chance of profits, and discipline keeps you on the right track. Statistics tell us...
Financial Glossary
Financial Glossary Terms and Definitions Terms and definitions of financially related items and topics. A Absorbed Cost: When the cost for products or materials exceeds the original estimate, a decision may be made to absorb the cost difference and charge the...
