Category: All Articles

Tax Refunds Down 17%

Weekly Update – Tax Refunds Decrease The IRS is reporting that the average 2018 tax refund is down 17% from last year in wake of the new tax law.  Why are refunds lower, and what can we do to better prepare in 2019? The Why: The… Continue Reading “Tax Refunds Down 17%”

What is a 401(k) Analysis?

When meeting with clients, I always ask about their 401(k) plan and exactly how it works.  Many are familiar with the basics; they are investing X percentage of their pay, their employer is matching Y percentage, and they are invested in a portfolio that… Continue Reading “What is a 401(k) Analysis?”

Beneficiary Planning

Estate planning can inevitably bring up uncomfortable conversations.  While these conversations can be difficult, the actual planning itself can go relatively smooth with the help of an experienced financial planner.

Retirement Planning for 2019

As we wrap up 2018 and our year end planning, it is now time to look towards some retirement planning items for 2019.  Below, are several proactive steps that you can take to prepare and update your retirement plan for 2019.

Year End Financial Planning

With the end of 2018 fast approaching, there are several financial planning items that you may consider reviewing.  Getting a jump on these items in early November may be a good idea, as both your household and your planning firm could be quite busy… Continue Reading “Year End Financial Planning”