Don’t Miss These 7 End-of-Year Financial Planning Tips
December 1, 2018
The end of the year is quickly closing in, and there is no better time than now to take inventory of your financial situation. Evaluating,
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Top 5 Apps to Save You Money
November 1, 2018
The smartphone has become the one-stop-shop when it comes to consumer demands. It feels like there is an app for almost everything. With the influx
3 Reasons Why Robots Won’t Replace Financial Advisors
October 1, 2018
Robo-advisors have been heralded as the “future of investing” by their fans, but can computer algorithms really replace human financial advisors? Robo-advisors are less expensive
Retirement Savings Tips: From Your 20s to Your 60s
September 1, 2018
Financial planning is a lifelong endeavor, but people often seek out investment advice that doesn’t fit their current stage in life. When it comes to
There’s More to Retirement than Just Numbers
August 1, 2018
Have you considered the emotional aspects of retirement and how to plan wisely? In today’s world, people are working well past the age of 65
Top 5 Biases that Impact Investment Decisions
July 1, 2018
As financial advisors, we use facts and logic to guide our clients through investment decisions, rather than emotion. Even the most perceptive investors, armed with
How the Right Advice Can Boost Financial Confidence
June 1, 2018
What value does a financial advisor actually provide? This may surprise you, but the value of a quality financial advisor goes far beyond portfolio advice.
4 Reasons Your Retirement Plan Might Fall Short
May 6, 2018
Ever find yourself daydreaming about retirement? Whether your dream retirement entails traveling the world, dedicating time to beloved hobbies, or helping your children and grandchildren,
Preparing Your Children for Adulthood through Financial Literacy
April 1, 2018
As a financial advisor, I learn a lot about clients’ short and long-term financial goals through many conversations and building relationships with them. I also
Financial Longevity: Planning for a Longer Life
March 1, 2018
Americans are living longer. That’s the good news. The bad news is that most people aren’t financially prepared. Many Baby Boomers will be in retirement
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- Distributions from traditional IRAs and employer sponsored retirement plans are taxed as ordinary income and, if taken prior to reaching age 59½, may be subject to an additional 10% IRS tax penalty.
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