What successful retirees do
Being in the industry of helping everyday people save and plan for retirement has provided insight into what it takes to be successful...
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What is Gift Split, should I Gift Split, and when should I Gift Split?
What is considered a gift? Before deciding to gift split, understanding what qualifies as a gift is essential. Gifts can include money,...
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Financial Planning & The Bible: Retire to Something - Not from Something
I recently stumbled upon a stat that got me thinking. It said, "that people who work longer are living longer". We've all heard the...
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Commonly Used Investing Terms That All Investors Should Know
Investing Terminology Overview Getting started with investing can be intimidating for many people simply because they do not understand...
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The Benefits of a Sale-Leaseback Arrangement for Elderly Clients and Their Families
By a mile, the most asked question I get is, "am I ready to retire?" Retirement is technically the single largest expense you'll ever...
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Understanding Net Unrealized Appreciation (NUA) in Retirement Plan Rollovers
The National Bureau of Labor Statistics did a study in August 2021 looking at the number of jobs that people born between 1957 and 1964,...
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Long-Term Care: Do you have a plan?
Like many other issues in life, if you do not have a plan, you are planning to fail. Although we will address the financial aspect of...
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Breaking the cycle of Paycheck to Paycheck in 4 Steps
Helping you get out of the paycheck-to-paycheck mentality Living Paycheck to paycheck is a burden many Americans face. Around 78% of all...
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Why Bonds Are Still Essential for the Retirees Portfolio
My wife is a high school women's basketball coach. As such, and considering we have one daughter in junior high and one in late...
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Employer-Sponsored Retirement Plan Options and Considerations for Terminated Employees
You recently left an employer where you were contributing to their 401(k), 403(b), or some other qualified retirement plan. Now what?...
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Which Workplace Retirement Plan Should I Select?
Working daily to become a Millionaire The premise of which workplace plan to select assumes that you have a workplace plan available to...
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All Things Roth: IRAs, Employer Plans, Backdoor Roth IRA & Mega Backdoor Roth
Roth and Traditional IRAs With a Roth Individual Retirement Account (IRA), money is put in after paying income tax on it, and then you...
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