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 |2021-01-25T13:18:40+00:00January 25th, 2021|Taxes|0 Comments

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 |2021-01-17T18:28:02+00:00January 17th, 2021|Retirement Planning|0 Comments

Create Your Own Blue Zone in 2021

Did you know that there are places in the world where there is an unusually high number of people living into their 90’s and even 100’s? These populations are known for maintaining good health well into old age and are called “blue zones.” It’s not that they have special technologies, or the best doctors, or [...]

By |2021-01-15T18:06:55+00:00January 15th, 2021|Health & Wellness, Lifestyle|0 Comments

What’s In Store For Us in 2021?

We’re all looking forward to the new year more than usual. Even though COVID will remain in 2021, the changing of the calendar can bring about a new mindset and optimism. But before we forget all about 2020, let’s look at the latest COVID relief bill, which includes more stimulus checks and some changes that [...]

By |2021-01-11T17:04:20+00:00January 11th, 2021|Economy, Financial Planning|0 Comments

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 |2021-01-04T17:21:55+00:00January 4th, 2021|Financial Planning, Retirement Planning|0 Comments
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