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Thursday, October 27, 2022

Have you recently retired? Read about these common mistakes that usually happen within the first 10 years of retirement so you can avoid making them yourself!

 

Thursday, October 13, 2022

Medicare Open Enrollment is here! In this post, we share everything you need to know about signing up.

 

Friday, September 16, 2022

The IRS doesn’t make the tax code simple, but we do. Our three-color system can clarify your finances and help you pay less taxes in retirement.

 

Thursday, August 11, 2022

Are you falling behind on retirement savings goals? Here is why putting off retirement isn’t always the answer.

 

Monday, July 25, 2022

Are you a federal employee who wants to know more about the thrift savings plan? Learn all about your TSP today!

 

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Tuesday, June 21, 2022

Don’t leave all your retirement eggs in one basket. Learn more about Social Security’s role in your retirement plan.

 

Monday, May 23, 2022

If you’ve benefited from our services, we’d love to help someone you care about as well!

 

Tuesday, April 12, 2022

Don’t let procrastination get in between you and a solid financial plan. Here are 5 reasons why you should start planning today.

 

Wednesday, March 9, 2022

Do current events have your stomach in knots? Here’s what you need to know about the Russia-Ukraine crisis and what it means for your money.

 

Saturday, February 19, 2022

Retiring soon? Here are three mistakes people make with their savings during retirement.

 

Thursday, February 10, 2022

In need of creative solutions for your retirement plan? Learn more about Brion and the award-winning work he does at Premier Planning Group.

 

Wednesday, June 3, 2020

Hi and thanks for tuning in again for my weekly thoughts! Everyone you and I have ever met has been affected by the coronavirus. My extended family in Carbondale, IL, the Ravens, the folks I met in Croatia while traveling. It’s...

 

Wednesday, May 27, 2020

Hello and thanks for joining me for my weekly thoughts! Life has changed; how do we adapt without losing sight of what we want to achieve? As you’ve heard me say before, no one knows how the future will play out, but we should...

 

Tuesday, May 19, 2020

I hope you’re safe and well. It’s been weeks since we had to change our normal day-to-day conditions and, like many, I'm feeling the strain of upended life. How about you? Are you ready to venture out again? I thought...

 

Friday, May 17, 2019

Are you in or nearing retirement? Are you feeling underprepared or overwhelmed? Guess what?! You're not alone. Everyone wants to be the couple above in retirement, relaxing with cucumber masks and green juice in hand, but many people...

 

Monday, April 22, 2019

No matter how successful you may be, it’s essential to remember that there are always people around you who are struggling. Whether it be medically, financially, mentally, or emotionally – struggle is a constant numb pain...

 

Thursday, March 28, 2019

CNBC shared some helpful and timely tips. Whether you hold a 401(k) or an IRA, if you turned 70½ in 2018, you have until April 1 to take your first required minimum distribution, or RMD, from this account. Failure to take the...

 

Tuesday, March 19, 2019

There are some write-offs you may not have known about and could apply to your situation. Expenses such as the cost of a wedding location or fixing up a historic home can be deducted — depending on the circumstances. The...

 

Friday, March 15, 2019

Q: Does the penalty for using health savings account money for non-medical expenses disappear entirely at age 65? Does that mean I could withdraw the money after age 65 for a vacation and just pay taxes on the money, like I would with...

 

Friday, March 15, 2019

The NCAA Division I men’s basketball tournament—better known, along with the women's tournament, as March Madness—is one of the most exciting sporting events on the calendar. From Selection Sunday (March 17) to the...