Individual Retirement Accounts (IRAs) are a cornerstone of retirement planning for people who don’t have employer-sponsored plans, but did you know that many people with a 401(k), 403(b), or Thrift Savings Plan (TSP) are also eligible to contribute? If you’ve been thinking about boosting your savings, an IRA could be the perfect way to turbo-charge […]
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Medicare is a fantastic benefit that makes it possible for many retirees to enjoy life more fully, thanks to premiums that are far more affordable than market rates on private health insurance plans. Still, Medicare isn’t free, and there are some sneaky extra costs that can blindside you if your income rises above a certain […]
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One of the biggest expenses in your life is federal income tax. Sure, writing the check for the payment on your home is a major milestone, but most people will end up paying far more than that in taxes over the course of a lifetime. And yet, you’re probably not paying as much as you […]
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Believe it or not, 2020 is — finally! — over, and it’s almost time to file your taxes for this very strange year. Are you ready? As you gather your paperwork to do your taxes, there’s some great news for Arizona residents: the state offers four big tax credits that you still have time to […]
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When it comes to retirement planning, one of the biggest choices you’ll face is whether to choose a traditional or a Roth IRA. They each have their own distinct advantages, but the right one for you will depend on your unique circumstances. Unhappy with your original choice? The good news is that you can convert […]
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Retirement planning is tricky. On one hand, you want to make sure you save enough to enjoy yourself for a long, happy life once you stop working — and that could mean that you need decades of secure income. On the other hand, you also have dreams and obligations right now, and you need to […]
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For many people, thinking about retirement is a double-edged sword. On one hand, it’s exciting to contemplate the freedom that comes when you stop working for full time and can devote yourself to projects, travel or spending time with loved ones. On the other hand, retirement planning can be incredibly stressful — especially if you […]
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Losing a loved one is always difficult, and the death of a parent can be particularly unsettling. Many people describe the loss of their parents as being orphaned: No matter how old you are or how well established in your life, this major loss will lead you to reevaluate your place in the world. In […]
Read MoreWhether it's financial planning or investment management or both, we believe confidence should drive every money decision you encounter.
Whether it's financial planning or investment management or both, we believe confidence should drive every money decision you encounter.
