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Disaster Preparedness

September is Month and with fire & hurricane season upon us, it’s important to be prepared for disasters. No one wants to get caught unaware by a storm on the horizon. Last year was the 10th year in a row with at least eight...

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Taxes on Your Investments: The Basics

You work hard for your money, and pay taxes on it. You manage to save and invest some — and...

How Do You Plan to Fund Your Retirement?

With Social Security payouts expected to drop off in the near future, it’s critical to fine tune your plan for...

The Importance of Cash

What’s the role of cash in a retirement strategy and portfolio?

IRA vs. Roth IRA

What is the difference between a traditional IRA and a Roth IRA?

Rainy Day Fund

A rainy day fund is a separate savings account that is smaller than your emergency fund.

Common Investing Questions

As a financial coaching firm, our goal is to be a source of information for all our clients. In our...

Important Milestones for Your Retirement
The Secure Act 2.0

Here is what you need to know about the Secure Act 2.0, RMDs, and how you could be affected.

Tax Planning

As we are nearing the end of the 2022 tax filing season, I am sure you are thinking the same...

How to Write a Financial Plan: The 30-Minute Financial Plan

Everyone should have a financial plan. With an exception for small children, so we’ll go with teenagers and on up....

What Is the FIRE Movement?

As trends go, the FIRE movement is one of the hottest in personal finance. It’s been popularized by young workers...

The Gray Divorce Checklist

If you’re over the age of 50 and seeking a divorce, there are some factors you should consider before signing...