You’re on a financial journey. You decide the destination, and we help you get there. Together, let’s determine the best way to take the next step.
You’re on a financial journey. You decide the destination, and we help you get there. Together, let’s determine the best way to take the next step.
Last week, we began our current blog series focusing on some of the psychological impacts of retirement. We discussed the emotional transition that comes with retirement, along with the shift from an accumulation mindset to a decumulation mindset. As our clients...
Retirement — a word that can ignite thrilling excitement or utter anxiety. No matter how it’s viewed, retirement is on people’s minds long before it arrives. Some people discover their retirement years to be a deeply fulfilling time of life. Others, however,...
According to U.S. Census Bureau statistics, an average of 4.4 million businesses are started in the United States each year. Unfortunately, 50% die by year five (Fundera). Planning and preparation can make the difference in whether your business survives. This...
As we continue our series on issues to consider related to business ownership, we’ll shift our focus to legal and business formation issues. Many of our clients ask us about what type of business entity they should form and other legal questions. We’re not...
Starting your own business can be a rewarding and life-changing experience. Pursuing a personal passion, developing a meaningful environment, and fulfilling a niche that meets the needs of others can give our work meaning. The rewards can certainly be great....
As you are all aware, last year was a challenging time to be an investor. Bonds had their worst year in recorded history with a -13% return. More speculative assets such as high-growth stocks, crypto assets — and almost any asset that spiked dramatically during the...
December of 2022, Congress passed a major spending bill, with seemingly endless changes to retirement account rules. The changes are being dubbed SECURE Act 2.0, a nod to the major changes that were passed in the SECURE Act from December 2019. Many of the changes...
This article wraps up our series on financial planning issues related to divorce. We’ve covered a lot of ground so far. We’ve discussed cash flow, taxes, and long-term planning and insurance as well as ways to care for yourself during a difficult time. There are a...
Thrive. A word of hope and fulfillment. Merriam-Webster offers one definition as “To progress toward or realize a goal despite or because of circumstances.” A connotation that you’ve gotten over the hurdle and landed on the other side to a place of flourishing. In...
Many life transitions come with financial planning opportunities or decisions. Job changes, selling a business, retirement, death, and divorce are just a few examples of when financial planning becomes more important. This quarter, we continue to focus on financial...
