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Retirement Planning

Is a Roth IRA Right For You?

by Paxton Dolan | Apr 22, 2022

Are you a younger individual in a low tax bracket, looking to start saving? A Roth IRA may be the solution for you!

Is a Traditional IRA Right For You?

by Paxton Dolan | Mar 11, 2022

Are you hoping to make your financial well-being more of a priority? You can start this investment in your future with a traditional IRA.

Is a Reverse Mortgage Right for Your Retirement Plan?

by Ashley Stroud | Oct 6, 2021

Reverse mortgage retirement planning may be the answer if you want to enhance your retirement, pay for unexpected medical expenses, or make home improvements!

The Emotional Side to Moving to a Retirement Home

by Erika Fettner | Dec 4, 2019

So, you have made the decision to sell your family home and move to a retirement home. While that is always a difficult choice, many people would agree that the hardest part is yet to come – deciding what to bring with you and what to leave behind.

Can You Retire?

by Juan Aguilar | Oct 15, 2019

Ever wonder if you could retire at an early age? Or with a specific annual income or lifestyle? Or quite simply, if you could retire at all? Many of our clients have had these same questions that you might be asking yourself.

Why should you want professional help with your financial planning?

by Steve Doster | Aug 27, 2019

There are many different aspects of financial planning, from retirement planning, to employee benefits, to ensuring your estate and assets are properly protected. It’s a lot to manage all on your own. In this post, we’ll talk about the value of having a financial advisor to consult, and the criteria you can use to ensure you are choosing the best person (or people) for the job.