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In the meantime, check out the latest from our blog!
Making Your Dream of Long-term Travel a Reality
Think that you can’t travel or go on your dream vacation before you retire? With some intentional planning there’s no need to wait for these rewarding experiences, whatever your dream might be.
The Scary Thing About Getting Married…
In the spirit of Halloween, I want to share something I did earlier this year that scared the candy corn out of me, something that made my stomach flip like stepping off a cliff ledge…I got married. Jokes aside, after the streamers come down and the wedding party goes home, you and your partner are officially married. I distinctly remember thinking to myself, “Ok, now what?” It turns out I wasn’t alone in asking this question.
8 Helpful Tips for Deciding Which Animal Rescues to Support This Year
There are so many animal welfare charities out there, all doing great work saving, helping, and re-homing pets, and all asking for your support. But how do you decide which ones will really value and make good use of your money? Learn useful tips for selecting the best animal welfare groups for you.
Minimizing Lifetime Taxes with Roth Conversions in Early Retirement
Moving into retirement is an exciting opportunity to live fully. For many, this period at the start of retirement can also be an opportunity to provide additional financial security—and minimize lifetime taxes—by making partial Roth conversions.
Guilt-Free Spending
Whether you are a busy professional struggling to figure out why you don’t have more money at the end of every month or you are already retired and unsure how to balance your personal spending with other goals, there is a strategy that can help you feel more in control of your money without having to budget.
Should You Have a Budget?
Join Wealth Advisor, Mike Ersser on a journey to discover budgeting types so you can determine the approach that makes the most sense for you!
Security Tips When Choosing a New Home
Property crime is much more rampant in the US than violent crime. Here are some of the top security investments you can make when moving to a new residence and the best security features to look for in a new house.
Boeing Pension and Lump Sum Comparison – Should I Retire Early?
Boeing employees nearing retirement age are facing a financial decision that will need to be made by November 30—one that could have a significant impact on their lifestyle in retirement. Learn more about the options!
Sticker Shock over the Current Year’s Assessed Home Value?
Every year, homeowners receive notice from the county about their home’s assessed value. It’s usually filed away and we don’t pay much attention to it. Lately though, many people are experiencing sticker shock when they see how much their home has increased in value from 2021 to 2022. You can use this as your annual reminder to do these two things.
