Closing Time for 2020
There are investing, tax planning, and retirement planning opportunities to be had before year-end.
Your HS Junior know EFC, NPC or Merit? They should.
College Planning is more than 529s and student loans, focus on how to take less of each.
Why worry or fight? Have the money talks without the walk.
How to have open discussions about finances for a healthy relationship.
To Convert or Not To Convert: Taxation Is The Question
Think your taxes or tax rate will be higher in retirement? Consider a Roth Conversion strategy.
Experience Your Spending
Use money as a tool, over time you’ve viewed as the sum of their experiences.
Would’ve, Could’ve, Should’ve… But Did You?
Instead of talk of the future, act on the constants - change and time.
Proactive Planning and Health Remain Critical
Putting off your health or planning over fear isn’t the “new normal”.
Ch-Ch-Changes - Turn And Face The Strange
CARES Act legislation impacting 2020 tax laws, provisions and deadlines.
Be Proactive and Less Reactive
Big picture opportunities for 3 RE’s: Refinance, Rebalance and Reset.
Why Dividend Growth Matters
Can a low dividend yield be more favorable over the long-term?
The SECURE Act: Congress spins “Taxman” for next generation
New 10-Year Rule eliminates waiting for taxes and forces assets out of Roth IRAs.
Ten Years Gone: People Evolve, Plans Should Too.
A plan is not a buy-and-hold investment, it needs to be dynamic as you evolve.