Assets – stocks, bonds and cash behave differently and have different jobs. The same is true of tax treatment. There is tax-deferred, taxable, Ira, Roth, 401k, 403b and more, and they all have their p

Healthcare can be one of the most significant expenses a person faces in retirement. Whether you're early on in your working career, close to retirement, or already making the transition out of the wo

There is a lot of confusion between risk and routine. Many do not realize that getting into a routine can be financially dangerous. Things that made sense in the past do not necessarily make sense tod

Is there a simple way to turn disasters into inconveniences with your personal finance? There are several options, and it could be different depending on your financial phase of finance. Join us to le

Most estate documents lay out the plan for what happens when you die – how can you make sure your wishes are maintained when you are cognitively declining? Do you need formal estate documents? Why or

If you do not work with an advisor, you are your own fiduciary – what are the essential items you should be focused on with your financial journey? What are some tips every person could use before mak

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If you have assets, someone has attempted to sell you an annuity. The sales pitch is hard to argue with, now if only the pitch matched the reality. Buying an annuity can feel good today and simultaneo

A conflict of interest anytime a decision is made could benefit or harm the one making the decision. When you name a child or any beneficiary of your estate as the financial trustee, you are putting t

Extrapolating investment returns, tax rates, and inflation many years into the future can be downright daunting. How do you know how much income you will need and what amount of assets are required to