Personal Finance
Time For a Financial Check-Up?
How often do you go to the doctor for a check-up? We hope at least once a year, or better yet, twice! The reasons are
July 19, 2024
How often do you go to the doctor for a check-up? We hope at least once a year, or better yet, twice! The reasons are
As dual-focused CPAs and financial advisors, we relish the opportunity to not only grow your assets but save you on taxes. And for your 2024
We often get the question, “Should I Maximize My IRA Contributions?” The answer is usually a simple one – yes, you should! IRAs are fantastic
Retirement – a time of rest and relaxation. However, just because you don’t have to work anymore doesn’t mean you shouldn’t let your guard down
Required minimum distributions, or RMDs, are the minimum amounts a retiree must withdraw from their retirement account each year. Understanding the rules surrounding RMDs is
All of your assets are controlled by you and held in your name by our independent custodian, Charles Schwab or Fidelity Institutional. I receive no compensation from them. You can check your portfolio 24/7 on their website. I will have limited power of attorney to execute transactions on your behalf.
Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.
Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.
