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Past Commentary & Articles

Article
May 29, 2024
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Social Security is often a cornerstone of financial security for many Americans, and making the right decisions can significantly impact your retirement income. Here are some of the most common strategies to help maximize your Social Security benefits.

Videos
May 24, 2024
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Recent tax law changes may have impacted your charitable deductions. Discover strategic giving plans to maximize the impact of your donations on the causes you care about, while potentially lowering your tax burden.

Article
May 23, 2024
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Just like your finances, your estate plan needs regular checkups to ensure it reflects your current wishes. Think of it as a living document that should evolve with your life’s changes. Here are some situations that might trigger an update.

Article
May 23, 2024
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Market corrections can be unnerving, especially as you approach retirement. But remember, your investment time horizon is likely much longer than you think. If you strategize, fully grasp your life expectancy, and adhere to market principles, you do have time!

Wise Women
May 23, 2024
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While reviewing your estate planning documents may not be at the top of your to-do list, it’s a crucial aspect of financial preparedness. Like regular medical checkups, proactive attention ensures your estate plan aligns with your current circumstances and legal landscape.

Article
May 22, 2024
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Imagine entering retirement with confidence, clarity, and a sense of purpose. But how do you get there? You could consult your “Retirement Dream Team” – a diverse group of people to help you address the emotional, social, and personal aspects of this new chapter.

Article
May 17, 2024
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Tax planning isn’t just a seasonal chore. Financial advisors can help you minimize taxes throughout your financial journey. They consider your income, expenses, and investments to help craft tax-efficient strategies for each life stage.

Videos
May 16, 2024
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Retirement can be an exciting time that many eagerly await. But there may also be a sense of uneasiness or anxiety that accompanies this stage of life. Taking some time to think about where you are now, and what you can do to stay on track, can be beneficial and may ease those feelings of angst.