Apr 30, 2024 | Events, Financial Planning, Podcast, Retirement, Taxes
Just like an annual checkup is important for maintaining good health, performing regular financial checkups is an essential part of planning for a healthy and successful retirement. By regularly assessing your budget, goals, and progress, you can make informed...
Feb 8, 2024 | Events, Financial Planning, Podcast, Retirement, Taxes
With the Tax Cut and Jobs Act set to expire at the end of 2025 and the national debt skyrocketing, the tax time bomb is ticking. It’s more important than ever to prepare for the inevitable tax increases that could significantly impact your financial plans. Join...
Jan 18, 2024 | Financial Planning, Podcast, Retirement
This episode might be a bit counterintuitive. We’re going to question the real impact of common financial habits. Are the strategies you consider beneficial actually working in your favor? We explore the pros and cons of practices like ignoring account statements and...
Nov 29, 2023 | Financial Planning, Podcast, Retirement
Join us for a thoughtful episode on end of year financial planning for 2023. We’ll explore the nuances of optimizing your investment portfolio, safeguarding your assets, and ensuring a stable, rewarding lifestyle in the years to come. Listen in as we discuss...
Nov 9, 2023 | Financial Planning, Podcast, Retirement
This is part two of our discussion with Merrell Bailey, a seasoned estate attorney, CPA, and MBA. In this half of the conversation, she will share estate planning wisdom for singles who don’t plan on getting married. Merrell also highlights the importance of...
Oct 19, 2023 | Financial Planning, Podcast, Retirement
We’re very excited to be back with Merrell Bailey, a seasoned estate attorney, CPA, and MBA. Merrell joined us on the podcast earlier this year, and is here to share more of her estate planning wisdom with us today. Listen in as she debunks the misconception...
