The Why Behind the Money

The Why Behind the Money

When we reflect on our future, we often think about the best way to optimize our wealth. With thoughtful planning today, we can enjoy a stress-free financial future while caring for family and contributing to our charitable passions. You may want to plan for your...
What is Your 401K Really Worth?

What is Your 401K Really Worth?

When you started your career, you probably had plenty of questions about saving for retirement through your company 401K/IRA. How much should I contribute? Can I contribute? How should I allocate my investments? Which types of options are available from my employer?...
What Is Paying Off Your Mortgage Really Worth?

What Is Paying Off Your Mortgage Really Worth?

Who wouldn’t want to pay off his or her mortgage as quickly as possible? But, is making additional payments or over-payments towards your mortgage the best wealth management plan? A well-thought-out financial strategy could determine where you should focus your...
The Implications of the SECURE Act

The Implications of the SECURE Act

Sweeping rule changes in the retirement landscape were put into place when the Setting Every Community Up for Retirement Enhancement Act (SECURE) Act became effective on January 1st, 2020. This bill altered the rules surrounding how Americans can save for retirement...