What’s Your 401(k) Game Plan?

If you’re nearing retirement, have retired, or recently left your company for any reason, you should create a 401(k) game plan. Know how your investment options can expand, how to avoid tax traps, and what you’ll do with any company stock in your 401(k). There are many options, and the right one depends on your [...]

2021-12-07T19:18:51+00:00December 6th, 2021|Retirement Income Planning|

3 Alternative Gift Ideas for the Holiday Season

There are always a few people who are hard to shop for on your list. Sometimes someone just seems to have everything or says they don't want anything for Christmas this year. Consider these alternative gift ideas this year instead of continuing to fill your house or someone else's with new objects. Refurbish Something Old [...]

2021-12-04T04:09:22+00:00December 4th, 2021|lifestyle|

How to Change Your Habits

We've all heard the saying, "you can’t teach an old dog new tricks,” but is it true? Maybe it is for dogs, but not for people. You can always learn new habits, no matter what age you are. It starts with understanding how the brain works and building on success. You can go from seeing [...]

2021-11-26T17:08:10+00:00November 26th, 2021|lifestyle, Psychology|

3 Things About Your Taxes That May Have Changed

Here come the holidays and everything that goes with them – traveling, cooking, buying gifts, and of course, spending time with the people we love. Even though it’s a busy time of year when finances can end up taking a back seat to decorating and wrapping presents, it’s important to take the time to review [...]

2021-11-23T20:37:24+00:00November 23rd, 2021|Taxes & Tax Strategies|

Tips to Survive Thanksgiving 2021

Thanksgiving is a day typically filled with gratitude, joy, and - most importantly - eating! Despite so much change since the pandemic, the act of devouring a great meal for Thanksgiving dinner has remained true through it all. While most of us look forward to sitting down for that illustrious meal, Turkey Day includes so [...]

2021-11-19T18:13:02+00:00November 19th, 2021|lifestyle|

Estate Planning 101

Did you know that Baby Boomers will pass down an estimated $68 trillion in wealth in the coming decades?[1] You’ve worked hard for your money and want to see it passed down in the most efficient way possible for your loved one’s benefit. Unfortunately, costly mistakes are all too easy to make. Understand the basics [...]

2021-11-17T19:20:56+00:00November 17th, 2021|Estate & Legacy Planning|

Is Any of Your Stuff Valuable?

If you’ve lived somewhere for years, you’ve probably accumulated a lot of possessions. Maybe you’re running out of space, or you’re embracing the “spark joy” minimalist movement. Either way, having less clutter in your living space and better organization can help make a world of difference. If you’re looking to declutter, you might look into [...]

2021-11-12T18:11:08+00:00November 12th, 2021|lifestyle|

New Activities to Pick Up in Your Retirement

When you finally leave the workforce, there are so many exciting aspects of your life to look forward to. During the shift from the workforce into retirement, you may find yourself with more time on your hands than you had anticipated. If you do find yourself with some extra time to kill, here are a [...]

2021-11-05T22:11:54+00:00November 5th, 2021|lifestyle|
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