I had a client retire from her career a few months ago at an early age, in her mid-50’s. It was a big decision, as both her employment and her financial
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Ongoing formation is the essence of all types of wealth: our relationship with God or our spiritual nature, our families, our friendships, our roles in our
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As I get older, I have a much greater appreciation for my health. I eat nutritious foods and work out just about every day. Lifting weights and jogging are not
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I have many clients who have charitable hearts and follow their values with giving of their time, talent and treasure. As an advisor, it gives me tremendous
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Roth IRAs are among my favorite types of accounts. In fact, when I look at my own net worth statement, my eyes are always drawn to my Roth IRA first. Dollar
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It’s interesting how often people “compartmentalize” their thinking when they inherit accounts. That is, when receiving beneficial money, stock or other
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If you are in the decades of your life where you are saving for retirement, you may ask whether you should be contributing to a traditional pre-tax IRA or 401(k
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A question we commonly get asked is, When should I begin social security? Should I start early? Or should I start it later? The answer is, it depends.
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If you own an IRA or 401(k), you’ll be subject to Required Minimum Distributions, or RMD’s on the traditional or pre-tax portion of the account. The Required
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You don’t need to be a Wealth Management Advisor or a Certified Public Accountant (CPA) to make sense of the #1 tax goal, paying at the lowest rate. But
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I grew up in a generation that was taught, just as the generation before us, that our first financial priority should be to own a home. Why pay someone else
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I met with a client recently who told me of an interesting situation that she found herself in. Sadly, a few months ago she had learned that both her aunt and
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