Feb 29, 2024
Should I get out of debt before I retire? It’s one of the more common questions we get when we meet with people getting closer to retirement. It’s important to understand that not all debt is the same. Let’s examine different types of debt to help determine whether you should get out of debt before you retire.
Feb 26, 2024
While most people are working, their tax situation is fairly straightforward. They earn income from an employer, and the employer has certain taxes deducted from their paycheck. The income earned is potentially subject to several different taxes, such as federal or state income taxes, Social Security tax, Medicare...
Feb 22, 2024
Deciding where to store your money depends on various factors including your financial goals, risk tolerance, and liquidity needs. Logan and Chris review some common options to consider.
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Feb 19, 2024
Before you ask what should I invest my money in, ask yourself, “what does my money need to do for me to accomplish my goals?” Before you can answer that question, you obviously need to have an idea of what your goals are. It’s critical for your investment strategy to be designed around your financial goals along...
Feb 15, 2024
Whether you’re in retirement or preparing for it, what your biggest fear when it comes to retirement? For most people, it’s running out of money. We’re going to discuss that fear—which is very legitimate—and how to plan for it. But that’s far from the only risk in retirement. Let’s review five common...