Different Types of Taxation in Retirement
By Wendy Lange |
Unlike your working years while receiving a single paycheck, in retirement you are responsible for ensuring taxes are paid on your income from various sources. Surprisingly, your cash flow may …
Do I Need Long-Term Care Coverage?
By Wendy Lange |
Life is short…even if you live to 100 years old! You hear it all the time. “If only I knew “Joe” was going to pass away so soon, I would …
Medicare Changes Retirees Need to Know About
By Aaron Simpson |
New laws are here! The new Inflation Reduction Act is a big enchilada of green energy spending, corporate taxes, and some pretty major changes to Medicare. Is this deal a …
Are we Headed for a Recession?
By Aaron Simpson |
The Impact of a Potential Recession From the naked eye, the financial markets look concerning. The S&P 500 is coming off its worst week since the early days of Covid-19 …
‘Tis the Season! – Graduation Gift Ideas
By Wendy Lange |
Do you have someone in your life who is graduating this spring? The form and function of graduation gifts can be sticky territory. It’s important to consider not only the …
Endowment Effect – The Tendency to Prefer What We Already Own
By Aaron Simpson |
Once investors conquer the hurdle of saving versus spending as I discussed in my previous behavioral finance article “Delayed Gratification,” they are then faced with the challenge of overcoming certain …
Endowment Effect – The Tendency to Prefer What We Already Own Read More »
Congratulations Aaron on Earning Your ChFC® Designation!
By Wendy Lange |
Please join Crystal and I in congratulating Aaron on earning his Chartered Financial Consultant® (ChFC®) designation. This designation is well-suited to accompany his CERTIFIED FINANCIAL PLANNER™ (CFP®). The ChFC® program …
Congratulations Aaron on Earning Your ChFC® Designation! Read More »
Is there value in a 0% return?
By Aaron Simpson |
As many of our retired clients know, there are a number of pieces to the retirement puzzle. For those of you who have gone through our developed and refined process …
Beneficiaries – Per Stirpes or Per Capita?
By Wendy Lange |
Did you know the paperwork you complete to name beneficiaries on IRA’s, brokerage accounts, annuities, and life insurance will trump your will or trust wishes? Surprisingly, many people are unaware …
Delayed Gratification – Why is it so hard to wait for what we want?
By Aaron Simpson |
In the financial industry, the focus is frequently directed towards technical information – tax rates, stock valuations, price to earnings ratios, alpha, beta, etc. Obviously, these metrics are an integral …
Delayed Gratification – Why is it so hard to wait for what we want? Read More »
What is the Deal with Cryptocurrencies?
By Aaron Simpson |
Cryptocurrencies have been a hot button topic over the past 12-18 months. We are often asked casually if we believe in crypto as a viable portfolio addition or not. Opinions …
State of the Markets – January 25, 2022
By Aaron Simpson |
Watch the video below from Aaron Simpson, Owner and President
RMD Formula Changes for First Time in 20 Years
By Wendy Lange |
Effective January 1, 2022, you can keep more money in your tax-deferred retirement accounts! The Internal Revenue Service has updated its actuarial tables for the first time since 2002. What …
Understanding a Fixed Index Annuity
By Wendy Lange |
A Fixed Index Annuity (FIA) is an insurance contract that has tax-deferred, long-term savings protecting your principal in a down market while providing an opportunity for growth. To purchase an …
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