Tag Archives for " IRA "
Making Money Meaningful: How To Give, Spend, Save & Invest In Uncertain Times
Let’s be honest—life feels financially uncertain right now. Prices are high, interest rates are elevated, and the headlines can leave us feeling anxious or overwhelmed. But uncertainty doesn’t have
Continue readingTransform Your RMD Into A Legacy: A 2025 Guide To Tax-Savvy Charitable Giving
As we embark on a new year, it’s time to take a fresh look at your financial strategies, particularly when it comes to your retirement accounts and charitable giving. You can leverage your Required
Continue readingEstate Planning-Values Are More Important Than Valuables
In 2008, I had a couple come to me distraught about their financial position. They had built up real estate holdings, investment assets, cash value life insurance, and other assets. They were well
Continue readingSeven Reasons To Have A Different Type Of Financial Advisor In Retirement
It isn’t your grandparents or even parents’ retirement. With expanded life expectancy, there is potentially 25 to 30 years in the fall season. It is rare that you will “live off the principal”
Continue readingWe Plan – God And The Government Laugh
There is no direct financial route to your future. It is a series of twists and turns, detours, backroads, highways and sometimes road closures. As a Certified Financial Planner practitioner, I have
Continue reading2023 Tax Trifecta
As we head into 2023, smart tax strategies will keep more money in your pocket now and down the road. Here are three changes taking place and some ideas on how to optimize these new IRS rulings. Tax
Continue readingFeeling Insecure About The SECURE ACT?
The SECURE Act (Setting Every Community Up for Retirement Enhancement Act) was signed into law and became effective on January 1st 2020. Well, we had a pandemic on our minds, and you may have missed
Continue readingDisasters, Difficulties, Diversions – Do Your Dollars Differently
Fires and floods have thrown up literal detours for navigating our valley over the past several summers. In the same way, health conditions, career shifts, family dynamics, economic uncertainty, political
Continue readingWhy? Financial Curiosity Opens Doors
My granddaughter Zaylee is almost three and talking up a storm. “Why?” tumbles out of her mouth like water flowing over rocks – continuously! Experiencing that deep quest for understanding the
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