Uncategorized Archives

November 6, 2025

Financial Planning for Empty Nesters: What to Focus on Next

Transitioning to an empty nest is a major life milestone—both emotionally and financially. With your children moving out, you may

November 5, 2025

How Behavioral Biases Impact Retirement Savings

We often inhibit our retirement savings efforts because of our biases. These biases cause us to make emotional money decisions that hurt our retirement savings over time.

November 3, 2025

Tax Planning for the Self-Employed

For some, self-employment is the American dream. An opportunity to be your own boss, maintain a flexible work schedule, and, oh yes, establish a lifelong relationship with your accountant and other financial professionals.

November 1, 2025

Dividend Stocks vs. Total Return Investing

Dividend-paying stocks have long been viewed as a reliable way to earn steady income—especially for retirees seeking regular cash flow.

November 1, 2025

Balancing Family and Finances in the Sandwich Generation

At a time when your career is reaching a peak and you are looking ahead to your retirement, you may find yourself as part of the ‘sandwich generation’.

October 10, 2025

When Should You Take Your Social Security?

Ever since President Franklin D. Roosevelt signed off on the 1935 Social Security Act, most Americans have ended up pondering

October 8, 2025

The Educated Heir: Preparing Your Children for Wealth Transfer

Preparing heirs to manage wealth is one of the most meaningful—and often most challenging—parts of estate planning. Passing on assets

October 6, 2025

Retirement Catch-Up Contribution Rule Changes for 2026

If you’re age 50 or older, catch-up contributions to your retirement plan are one of the best ways to boost

September 4, 2025

Managing Concentrated Stock Positions in Estate Planning

For families with concentrated stock positions—whether from company stock, restricted shares, or privately held businesses—wealth transfer is about more than