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YOUR 4% WITHDRAWAL STRATEGY MAY NOT BE ENOUGH Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...Read More
It is that time of year again... time to send the kids back to school and time to start thinking about how you want to help you children or grandchildren with their future education costs! There are many different options on how you...Read More
Should I refinance my mortgage? Many people are unaware of the impact refinancing to a lower rate can have on the amount of interest they pay over the life of their mortgage. The general rule of thumb is that if you can reduce your...Read More
How much cash should I keep in my bank account? This is one of our most asked questions. Many people keep a large amount of cash in a checking/savings account... but should they? Why shouldn't I just keep all my money at the bank? One...Read More
How often should you review your life insurance coverage and policies? Typically we recommend reviewing your policies and coverage on an annual basis to make sure that the amount of insurance coverage is still appropriate and that the...Read More
Do you have multiple 401(K) accounts? Most Americans change jobs many times during their working careers. What should you do with all of the old retirement plans that you and/or your employer contributed to? Leave it where it is! If...Read More
Term life insurance is a type of life insurance that will cover you for a specific length of time. These policies typically range from 10-30 years of coverage depending on your individual needs. At the end of your chosen term, the...Read More