Balancing Saving for Retirement Versus Enjoying Today
Most people assume that financial planners are mostly focused on helping their clients save for the future and, thus, stress the importance of delaying immediate gratification for a secure tomorrow...
Creating a Picture for Retirement
While I have many more years to work, I am closer to retirement than further away from it. I have been fascinated to learn friends’ and clients’ choices for their retirement ....
On Life Transitions...And Some Keys to Financial Success
My dad, as he got older, would respond to people who said positive things about him aging well that “…there are three stages in life - ‘childhood’, ‘adulthood’, and ‘you...
Backdoor Roth IRA Contributions for High Earners
In the middle of the tax filing season for 2022, many investors may wonder about making contributions to a non-employer retirement account for the prior tax year...
Goals For The Good Life
The recently published book, The Good Life, written by Robert Waldinger and Marc Schulz, delves into the concept of happiness. It is based on the findings of the Harvard...
How to Talk to Your Adult Children About Your Estate Plan by Nancy Fehrenbach, CFP®, CFA
Estate planning is a topic that is important to discuss but many people avoid talking about it with loved ones. We don’t want to bring up the difficult topics of declining...
Overview of Retirement Plans for Small Businesses by Brian Fritzsche, CFP®, CFA, CRPC®
According to a 2020 J.P. Morgan survey, just under 50% of small businesses offer a retirement savings plan to employees. Another survey shows that less than 30% of businesses...
Using Health Savings Accounts to Plan for Retirement
As we are amid open enrollment season for 2021 workplace benefits, the Health Savings Account (HSA) is an often misunderstood and underutilized savings and investment vehicle that warrants exploration.
