Our very own Sally Brandon, Senior Vice President of Client Service and Advice, tells U.S. News & World Report how rolling it over into an individual retirement account (IRA) can provide tax benefits and boost your retirement savings. 7 Best IRA Accounts for Your Investments by Ellen Chang, July 23rd, 2019 The tax benefits of… Continue reading →

The history of the most common American retirement plan — the workplace 401(k) — is long, but the essential idea is simple. Save money today and lower your current income taxes. Put in pre-tax money while you are working and take money out later, and pay the income taxes when you take money out in… Continue reading →

The history of the most common American retirement plan — the workplace 401(k) — is long, but the essential idea is simple. Save money today and lower your current income taxes. Put in pre-tax money while you are working and take money out later, and pay the income taxes when you take money out in… Continue reading →

I once had a client who asked me, point-blank: “Do I have enough money that I can fly business class the rest of my life?” So, we had a few discussions and I drew up her financial plan. The answer was “yes.” Talk about a happy customer! And that’s the important point about financial planning… Continue reading →

It’s that time again. The weather is starting to cool, and the long hazy days of summer are winding down as kids (and adults alike) retreat to the classroom. While the back to school focus is typically on children, have you thought about giving yourself some homework? I don’t mean homework for a grade, of… Continue reading →

Being a good financial advisor is a lot like being a good personal physician. You have to listen to what the patient means, whether they are saying it out loud or not. Every primary practice doctor has this experience. The patient comes in, gets weighed, blood pressure taken, and the doctor does his or her… Continue reading →

Throughout my professional life I’ve always been a connector, the person who helps people move from feeling uncomfortable and alone to a more stable footing. It started with military families early in my career and continued later, when I directed children’s ministries at the national level. Today, through my work in the financial services field,… Continue reading →

Every year, companies come out with their “ultimate gift guide” for the husband / wife / daughter / tech geek, etc. Seemingly missing from this never-ending list of must-haves is one that caters specifically to the motivated retirement investor. Sure, finances and investing may not be go-to topics for holiday dinner fare, but they’re important… Continue reading →

In her recent Wall Street Journal column, Chana R. Schoenberger details the many pitfalls that families with college-bound children face, and the simple steps you can take to prevent and/or remedy these mistakes. Read the article, in full, below. As the school year ends, summer vacation offers parents and students alike the opportunity to focus on what… Continue reading →