Dave and Rachel Lake sought a financial planning firm to help them prepare for a comfortable retirement, ensuring they could provide for their two sons and consider a major home remodel.
Retirement Planning and Cash Flow
Sensible Scenarios: For Sue, Trust Is Key
Sue Reynolds values both the intelligence and ethics of a financial advisor.
The SECURE Act 2.0 and Retirement
The SECURE Act 2.0 builds on the initial SECURE Act of 2019, changing the retirement planning space, and increasing retirement flexibility.
Minimizing Medicare Premium Surcharges
Medicare premiums can include surcharges related to your income. How are surcharges calculated and how can you minimize or avoid them?
Housing in Retirement: What Can You Afford?
When thinking about housing options in retirement, we recommend planning to be flexible without having to be nimble.
Are You on Track to Retire?
Are you on track to retire? Here are a few things to look for and examples of couples asking themselves the same question.
Mega Backdoor Roth 401(k)
What is a mega backdoor Roth? What are the benefits and risks? Will it help increase retirement savings? What about tax-free savings growth?