How to Manage Withdrawals Throughout Retirement

For families who previously used itemized deductions for charitable giving when filing their taxes, The Tax Cuts and Jobs Act (TCJA) will remove this benefit , resulting in default to the standard deduction for their 2018 filing.

Planning is valuable for many reasons and helps to ‘normalize’ things when you find yourself in the middle of an unexpected life event.

Taking Social Security Benefits can be a guessing game unless you do your research to figure out what age to take benefits the best for you.  Do you receive benefits at the earliest age or wait until your full benefit age?

Money and technology are so closely related that if a financial advisor isn’t employing the latest technology, how will it equate to risk for you and your money?

On May 24 th , 2018 President Trump signed The New Senior Safe Act into federal law, encouraging financial professionals to report senior financial abuse.

Credit scores are used in our country as a method to determine an individual’s financial responsibility.  The three-digit credit score means more than just the possibility of fiscal responsibility to the lender.

suit·a·bil·i·ty: The quality of being right or appropriate for a particular person, purpose, or situation. The definition of suitability seems quite easy to understand and should be clear when it comes to investment recommendations to clients.

At some point along your life’s journey, you might find yourself at a crossroads looking back thinking, “Is this it?  Is this all there is to life?” while considering the path ahead of you.

For those of you that have ever hired a personal trainer--you know what that experience is all about.  The first day is the one that you will never forget because it was hard both physically and mentally.

Receiving a large sum of money through an inheritance or other windfall can be stressful, exciting, and confusing all at once. Managing a large sum of cash can seem overwhelming, particularly if it’s an experience you’ve never had before.

We all desire the flexible lifestyle, to not work or work when we want. Wouldn’t it be great to spend more of our lives not working than working?

Many Americans have already filed their taxes for 2017, but the majority will be filing this month and finding out how the new tax plan is impacting them (if at all) for this spring’s filing.

The ability for a business to offer a 401(k) plan is often seen as the benchmark of a large, successful company.

Have you seen the TV commercials about a machine or robot as your investment advisor?  As funny as they may be, they may be giving you the wrong idea of what a robo-advisor really is.

If you’re an employee working for a company that has a pension plan, you’re among an estimated 4% of Americans that still benefit from this type of retirement plan.  Most companies have moved to a dual plan or removed the pension entirely.

Leaving a legacy through the passing assets today and after your death is a process that requires correct planning and execution.

With the significant 2017 cybersecurity leaks involving the personal information of millions of Americans, this year’s tax season is expected to be one of the worst ever for tax scams.

Finance, in general, has been based on rational and logical theories, and for most part, tends to be somewhat ‘predictable.

A Quick Guide to Saving in 2018 Start Saving More NOW! If you started saving for retirement early, chances are you’ll hit your retirement goal. If you’re like most Americans, you didn’t start right away and are playing ‘catch-up’!

If you’re like some Americans, you may be wondering how the new tax plan is going to affect you.  To say “the new tax plan isn’t going to affect me” may be an incorrect statement; sooner or later the new plan will change something in your financial life.