The Hidden Cost of Three Social Security Mistakes.
Don’t leave money on the table: three mistakes—claiming too early, ignoring spousal/survivor strategies, and not accounting for taxes or the…
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What’s Your Vision?
An often-quoted passage from the Bible is Proverbs 29:18 which says, “Where there is no vision, the people perish.” Certainly,…
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Big Beautiful Bill.
This summer, Congress passed the “One Big Beautiful Bill” (often shortened to OBBBA). The bill was certainly big, they all…
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Health-Your Most Valuable Asset.
I’ll never forget a conversation I had with some younger clients several years ago now. They had plans to retire…
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Milestone Ages
Early this month I turned 43. Not a very exciting age, but I’m certainly thankful for good health and another…
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What I Learned About the Power of Vision from the Biltmore Estate
The Biltmore Estate in Asheville, North Carolina is America’s Largest Home and was first opened to family and friends on…
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How to Find Your Purpose in Retirement
Retirement is a relatively new “stage of life.” The ability to save and invest and live without the need to…
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How a ROTH IRA Could Save You Big Time in Retirement
In retirement, you have your normal, everyday expenses, but in some years, you will buy a new car or update…
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10 Misunderstood Social Security Facts
Social Security is a significant portion of many retirement income plans. The program does much more than pay a benefit…
