• slide1
  • slide2

Building Wealth Through Home Equity

Category Archives: Financial Planning

Building Wealth Through Home Equity

🖨 Print⏱ 5 min readOften the first house a person buys is an affordable condominium, townhouse or older single-family dwelling, also referred to as a “starter home.” It might be small and lack features they dream about, from new appliances … Continue reading →

Posted in Blog, Financial Planning, Uncategorized | Leave a comment

How Social Security Benefits Are Affected by Earned Income

🖨 Print⏱ 4 min readThanks to the Great Resignation trend over the past year, there is a high availability of jobs. Therefore, now is a good time for retirees who would like to go back to work to ease into … Continue reading →

Posted in Blog, Financial Planning, Uncategorized | Leave a comment

New Required Minimum Distribution Rules for 2022

🖨 Print⏱ 3 min readStarting in 2020, new legislation increased the age to begin Required Minimum Distributions (RMDs) from 70½ to 72. More recently, the IRS updated the Uniform Life Table for alignment with longer life expectancies. Note that it … Continue reading →

Posted in Blog, Financial Planning, Uncategorized | Leave a comment

Give a College Savings 529 Plan For Graduation

🖨 Print⏱ 4 min readIf you really want to make impact in your new grad’s life, make an investment in his or her future with a 529 College Savings account. There are two versions: an investment account and a prepaid … Continue reading →

Posted in Blog, Financial Planning, Uncategorized | Leave a comment

How To Maximize the Potential of Your 401(k) Plan

🖨 Print⏱ 4 min readOne of the easiest ways to save for retirement is to participate in an employer-sponsored retirement plan. You simply select a percentage of your paycheck that you would like transferred to your 401(k) (or similar) account. … Continue reading →

Posted in Blog, Financial Planning, Uncategorized | Leave a comment

Create a Healthcare Plan for Retirement

🖨 Print⏱ 4 min readIf you pay $250 a month for cable and premium channels, that’s $3,000 a year. Over a 30-year period, the total cost would be $90,000. We don’t tend to think about how much we pay in … Continue reading →

Posted in Blog, Financial Planning, Uncategorized | Leave a comment

Long-Term Investment Opportunities Presented by the Infrastructure Bill

🖨 Print⏱ 4 min readIn November, President Biden signed legislative funding that represents the largest transportation spending package in U.S. history. The $1.2 trillion Infrastructure Investment and Jobs Act authorized funding for roads, highways, bridges, public transit systems, utility systems, … Continue reading →

Posted in Blog, Financial Planning, Uncategorized | Leave a comment