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The Quest for the Magic Number in Retirement Savings
A question often asked during a retirement planning meeting is: What is our retirement savings magic number so we can retire comfortably? Let’s discuss how you can determine your magic number amidst...
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Timing Your Small Business Exit Strategy: Preparing for Success
If you own a small business, it’s important to make preparations to sell the business sooner rather than later. In fact, many experts will agree the day you start or buy a business is the time when...
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Best Retirement Plans for the Self-Employed
Retirement planning is a crucial aspect of securing your financial future, especially if you’re self-employed. Unlike employees who may have employer-sponsored retirement plans, self-employed...
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Are You Saving Too Much for Your Retirement?
Is it even possible to save too much for retirement? This question is a popular one in the media right now. Experts are weighing in and discussing the topic in a lot of different places. The short...
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Exploring Your Options: Choosing the Best College Savings Plan
It’s no secret college is expensive. It can be overwhelming to think about tuition as a lump sum because it’s intimidating. But finding the best college savings plan is a crucial step towards securing...
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Fiduciary Financial Advisor: Client-Centric Financial Guidance
When it comes to financial planning and wealth management, you want an advisor that has expertise in financial advice and investment strategies. But more valuable is a financial expert who is also...
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Factors to Consider Before You Invest in Real Estate
People often wonder if they should invest in real estate. Depending on who you ask, opinions will vary. Real estate investing can be a lucrative and rewarding venture, but it’s essential to tread...
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Active vs Passive: Which Investing Strategy is Best?
The debate of active vs passive investing has been raging since the 1970s. Proponents on both sides offer up what they believe to be objective evidence that supposedly supports their respective...
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The Impact of Aging on Financial Decision Making
As humans get older, our bodies aren’t what they used to be, and neither are our minds. As we age, we lose our physical ability and mental acumen. It’s often hard for people to come to grips with this...
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Roth IRA Conversion: Is It Right for You?
If you have managed to save for retirement using a traditional IRA or 401(k), you may wish to consider doing a Roth IRA conversion. There are some good reasons for doing so, most of which include...
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