Monthly Archives: January 2021

3 Reasons to Review Your Tax Strategy

Now that President Biden has been sworn in and the Senate is evenly split between Republicans and Democrats, it’s time to consider what tax policy changes could be coming. President Biden and Vice President Harris proposed several tax-increasing measures on the campaign trail, and it’s important to consider how they could affect you. Here are [...]

By |2021-01-25T13:15:52-05:00January 25th, 2021|Tax Planning|

3 At Home Work-Outs

You don’t necessarily have to spend a fortune to create a home gym if your gym is closed. We might think it’s too late to get back into shape by the time we’re retired or pointless to carve out time for physical activity, but this isn’t true. Incorporating more physical activity into your day could [...]

By |2021-01-22T17:17:40-05:00January 22nd, 2021|Health & Wellness, Lifestyle|

3 Retirement Challenges You Can Plan For

No matter where you are in your retirement journey, a financial advisor may be able to provide you with potentially valuable information and advice. A comprehensive retirement plan tailored specifically to your situation could have a major impact on your retirement: It may help you avoid common retirement pitfalls and mitigate risks. Here are 3 [...]

By |2021-01-17T18:23:55-05:00January 17th, 2021|Retirement Planning|

Ready to Retire in 2021? Ask Yourself These 3 Questions

Will 2021 be your retirement year? And how do you know when it’s time to retire? For some, retirement comes at a milestone. Maybe it’s 35 years on the job or your 65th birthday, or maybe your goal is to retire when you have a certain amount in savings. Retirement is different for everyone, and [...]

By |2021-01-04T17:11:16-05:00January 4th, 2021|Financial Planning, Retirement Planning|
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