3 Things to Think About Before Buying a Vacation Home

A home is one of the most significant purchases you’ve made in your lifetime, so you should take your time when thinking about buying a second one. Many people have a favorite vacation spot in a scenic area, but they can’t spend a significant amount of time there until they’re retired. If you’re thinking about [...]

By |2021-05-21T19:53:41+00:00May 21st, 2021|Financial Planning, Investing Strategies|0 Comments

Giving the Gift of Education

It’s graduation season, and along with all the wonderful things a college degree comes with are also student loan debts. If you’re attending high school or college graduations, no one may be talking about it, but the graduates and their parents likely have the high cost of college on their minds. You might be writing [...]

By |2020-12-05T19:13:59+00:00December 4th, 2020|Financial Planning, Investing Strategies|0 Comments

3 Things You Can Do If You Don’t Qualify for a Roth IRA

There's evidence to suggest that we might be experiencing historically low tax rates right now. The Tax Cuts and Jobs Act will expire in 2025 or possibly sooner if there’s a leadership change in Washington. By the end of the year, total government debt is expected to almost equal the size of the U.S. economy.[1] [...]

By |2021-09-09T22:29:08+00:00October 4th, 2020|Investing Strategies, Retirement Planning|0 Comments
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