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• Key Financial Wellness Metrics for Near-Retirement Individuals

  As one approaches retirement, monitoring your financial situation by understanding your net worth and assessing the assets and resources needed to maintain a comfortable lifestyle throughout retirement is vital.

• Nicole Mann

  Check the background of investment professionals associated with this site on FINRA’s Broker Check.  

• How to Prepare for Retirement

  Whether you’re just starting your career or are planning to retire this year, it’s never too soon or too late to start preparing for your retirement. What this entails may be different from person to person, but there are a few essential tips everyone should keep in mind when saving up for their eventual retirement.

• About Us

  Whether you’re just starting out, actively building wealth, or seeking to fine-tune your portfolio –  our team is here for you!

• Estate Planning and Asset Protection: Are They The Same?

  You may sometimes hear the terms "estate planning" and "asset protection" used interchangeably. They actually have different meanings, and it's important to incorporate both strategies into future financial plans.

• A Beginner’s Guide to Investing

  When you start to consider if investing is an appropriate option for you, you may have questions. It’s OK to have questions. Investing can be a challenging subject to grasp. The more you learn about investing and the potential benefits, the more your confidence may grow.

• The Power of Purposeful Giving: Tax Planning Insights for Charitable Deductions

  Charitable contributions are personally rewarding and also have the potential to be tax-saving opportunities.

• Investing vs. Saving: Key Differences and Why Your Money Mindset Matters

  You often hear people discuss "saving for retirement,” but in many cases, they're actually referring to their investing.

• Understanding Tax Filing Options: Which One is Right for You?

  Nowadays, when it comes to filing your taxes, there are numerous options.

• Investing in Your 60s and Beyond

  Once you are in your 60s, you are likely to focus less on growing your retirement funds than answering, "When do I retire?" And once you crack open your nest egg, how should you allocate its contents? The answer often lies in a substantial shift in your investment strategy. Here are some ideas for investing in your 60s and beyond.

• Investing with Purpose: A Step-by-Step Guide to Creating an Investment Savings Plan

  Creating an investment savings plan (ISP) is essential for keeping you on track toward your goals and building wealth.

• Turning Fortune into Financial Freedom: A Beneficiary’s Guide to Handling an Inheritance

  Inheriting comes with many emotions, from sadness to confusion to perhaps even joy or relief.

• How to Give Well and Wisely

  With so many economic and social challenges in society, contributions to charities and philanthropy efforts are needed now more than ever. While you likely may appreciate the value of giving, you also want to give wisely. Below are a few simple tips to ensure your contributions are going where they are needed.