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Top Asked Social Security Benefit Questions

Social Security is one of the main benefit programs for workers in the United States. At some point, almost everyone will collect something from Social Security. If you are getting close to collecting from Social Security, you might be wondering how the program works and what to expect. Here are some of the most commonly…

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Your Tax Return & Your Retirement

This years tax deadline is behind us. If you received a refund, what’s your plan? Some taxpayers choose to spend the entire check on clothing, shoes, and their appearance.  They never look into investing their money for their own personal future. In a sense, you may be temporarily happy about your purchases or your new…

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Retirement Reform in 2019

Two years ago, the current government built their own mark on the United States with what some call the most necessary and important tax reform. The retirement reform that they are planning might be the long shot of 2019 since there are four important pieces of retirement reform in legislation before Congress. Every single piece…

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Taxes & Your Retirement Years

Taxes are on the minds of many as we just passed the 2019 tax deadline.   Unfortunately, many retirees every year fail to properly account for taxes when deciding things such as budgets, withdrawal rates, and whether or not they have the flexibility to make larger purchases. So, what are a variety of techniques that…

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Your Money, Your Choices

The Importance of Choosing the Right Financial Advisor More often than not, I find that when clients contact my office for the first time, they are overwhelmed in some form or another. At times, clients are even skeptical in terms of trusting me and my team with their money. Every one of my clients is…

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401(k) Decision Making

What Options Should I Consider For My 401(k)? For almost all Americans preparing for your future is always a present-day concern. There are many financial vehicles that allow any person to be able to put money toward their future savings as they are currently working. The large majority of businesses offer their employees a 401(k)…

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Keeping Calm During Stock Market Changes

Key Advise To Remember When Dealing With Stock Market Concerns The news about the status of the stock market is always changing. Some of these changes happen over a number of days whereas other changes happen within a number of hours. Earlier this year, the biggest news about the stock market was that it was…

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The Importance of Personalized Money Management

Why You Need a Personal Financial Advisor In today’s day and age, society in general relies a lot on being able to do as much as they can with a click of a button. Technology has become so advanced that if you go to a store to buy something, you can often times pick up…

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The Government and Finances

Working Hand-In-Hand With the Government To Help Ensure The Best Financial Service To Each Client One of the variety of roles that I have as a financial advisor is to listen. I listen to different stories from each one of my clients about what their goals and their dreams are both presently and in retirement.…

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