Imagine enjoying your ideal retirement, knowing you’re making a difference and keeping more of your hard-earned money. By claiming a charity donation tax deduction, you can support the causes you care about and potentially reduce…
Read More
9 Ways to Plan for Healthcare Costs in Retirement
You’ve worked hard and saved well throughout your career. Now, let’s make sure you know how to plan for healthcare in retirement so you can enjoy your golden years with less stress and more peace…
Read More
Investing in Your 50s: 10 Tips for a Better Retirement
Investing in your 50s can be exciting and stressful. You’ve been working hard and saving for retirement, and might be wondering: Am I doing everything I can to make my money last? How should my…
Read More
How (and Why) to Retire Debt-Free
Dreaming of how free you’ll feel if you can pay off your car and mortgage before you retire? Can’t wait to be able to enjoy more of your income instead of seeing it swallowed up…
Read More
Busting 6 Common Myths about Fee-Only Financial Planning
Despite it’s growing popularity, there are many fee-only financial planning myths that you should know about. Below we are going to discuss common misconceptions about working with a fee-only financial planner to help you understand…
Read More
4 Fee-Only Financial Planning Benefits
If you are considering hiring a financial advisor that is a fiduciary, then you might consider looking for a fee-only professional. Fee-only financial planning benefits include fee transparency, no commission based selling, and a strict…
Read More
8 Important Questions to Ask a Financial Advisor
In this article we will discuss the 8 questions to ask a financial advisor that will help you assess their expertise, fees, and approach! First, What Exactly Is a Financial Advisor? Historically, the role of…
Read More