Dec 21, 2023
Having certainty in retirement is always the goal, but life just doesn’t allow for that. There are unforeseen circumstances that will undoubtedly arise in each of our lives, so how do you prepare for questions that don’t have answers yet? We’ll dive into the unpredictable world of financial planning and talk about...
Dec 7, 2023
In this episode, we’ll weigh the pros and cons of different accounts, starting with tax-deferred accounts like 401(K)s and IRAs. Then we’ll shift to the tax-free options and the benefits that Roth IRAs can provide over time. Tax planning might not be the most exciting thing to dive into, but understanding the...
Nov 16, 2023
In this episode, Craig and Jennifer unpack the common pitfalls people encounter when cutting corners in retirement planning. From taking excessive investment risks to neglecting legal documents and estate planning, this episode sheds light on some crucial aspects of financial preparedness. Stay tuned to see why...
Nov 2, 2023
Everyone we work with will have a different comfort level when it comes to risk, which we account for when building a plan. But what does it mean when someone tells us they are risk averse?
So how do we determine someone’s true capacity for risk? In this episode, we’ll tell you about an online tool we use with...
Oct 19, 2023
It’s pretty hard to believe that it’s been nearly 30 years since the movie Forrest Gump hit theaters. In case you needed another reminder of your age, there you go.
That was one of the great movies of all time, winning multiple Oscars and grossing more than $600 million at the box office, and it still holds up today...