Desiree and I just got back from spending four days in Savannah, GA. What a beautiful city full of history, gorgeous sites and amazing food! We thoroughly
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Lots of baby boomers are hitting retirement age. And with retirement come some pretty big irrevocable
I remember Father’s Day 2017 like it was yesterday, evidence of how time flies! Lucas had just been born on 5/5/17. He’s now one year old, he can walk, he’s
No one wants to pay more than his or her fair share in taxes. Yet few have a good understanding of how their savings will be taxed over time. A good way
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Social Security remains a hot topic for my clients and one of confusion and concern. Unfortunately, there
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Retirement planning can be simple, but it’s not easy, especially if you get too focused on all of the
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The final step in our retirement process is determining an appropriate allocation and assumption on rate
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After you have identified your time horizon for retirement, your needs and resources and thus your lump
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Do you remember that commercial (https://www.youtube.com/watch?v=cDzUUJSgzyY ) that suggested everyone
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Defining your retirement vision and timeline is an important first step in the planning process. Next, we
