December 2021
Review Your Investment Strategy and Prepare for 2022
The end of the year is a good time to reflect on 2021, how your financial situation may have changed, and your goals for next year. Maybe 2022 is the [...]
Don’t Forget These Important End-of-Year Deadlines
Do you have a to-do checklist for December? It might include buying gifts, ordering a turkey, and sending out cards. In the midst of the busyness of the holidays, it [...]
November 2021
How Will You Pay for Long-Term Care in the Future?
Even though you're a long time away from needing long-term care, now is the time to plan. An estimated 70% of Americans currently age 65 will need long-term care at [...]
3 Things About Your Taxes That May Have Changed
Here come the holidays and everything that goes with them – traveling, cooking, buying gifts, and of course, spending time with the people we love. Even though it’s a busy [...]
Estate Planning 101
Did you know that Baby Boomers will pass down an estimated $68 trillion in wealth in the coming decades?[1] You’ve worked hard for your money and likely want to see [...]
What is a Roth Conversion and Should You Do It?
When you think of your major expenses, you might think of housing, healthcare, travel, or something else. But have you considered that taxes could be your biggest expense, even in [...]