5 College Savings Options to Consider

February 6, 2024 // Perspective

Parents everywhere share a common desire: to create the best life for their children. This often involves planning for their future, and in many cases, planning for college or post-high school technical education…

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Empty-ish Nesters – An Easy to Miss (Until it’s Too Late) Planning Need

January 23, 2024 // Perspective

Having children that are legally adults but still dependents can be a little strange at times. Still, it can be really rewarding to see them stretch their wings and find their way.

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What is Full Retirement Age Anyway?

January 9, 2024 // Perspective

As you approach retirement, you begin receiving benefit statements again (remember when we all used to get those every year?) from the Social Security Administration.

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Roth IRA or Traditional IRA

December 5, 2023 // Perspective

One of the most common questions that comes up in my conversations with clients about saving for retirement is whether to use traditional pre-tax contributions or Roth contributions to retirement […]

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The Cards You’re Dealt

November 14, 2023 // Perspective

I grew up in a family that played cards a lot – games like Euchre, Hearts, Spades, 500, Cribbage, Gin Rummy – all the standards. These days, when I play […]

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