Retirement

Planning for Retirement: If Not Now, When?

Most Americans envision the retirement phase of life in their early 60s and 70s. Many assume their health and employment will hold out until their 70s. In life, we continually make assumptions and wagers. We make bets on our jobs, health, finances, children, lifespan and more. Is your job secure? Will you remain healthy? Will […]

Planning for Life’s Transitions

Plan While You Can, Don’t React After the Fact You’ve devoted your life to building your business and caring for your family. You’re the leader of both. As you enter your late 50’s and 60’s, it’s time to think about a graceful transition to the next phase of your life. Time is our most precious […]

Use Your Tax Refund To Grow Your Nest Egg

According to the Internal Revenue Service, the average tax refund for 2015 was $3,120. It is forecasted that the average tax refund will be even higher for 2016.1 Continual increases in tax refund amounts indicates that many individuals are paying the government money that they could have benefited from throughout the year if their finances […]
529 plan

How to Grow Old Gracefully and Die Well

Whether you’re in your thirties or your sixties, growing older is a part of life. It can happen so gradually that it may seem to sneak up on you. Pause now to consider your future and the critical planning required for growing old gracefully. Cicero, Roman orator and statesman (106-43 B.C.), claimed that it is […]