Retirement

How to Retire Comfortably In Your 50’s: Everything You Need to Know (Webinar)

By Melissa Joy, CFP®, CDFA® / June 18, 2024

Are you worn out and wondering if you could leave your full-time job ahead of schedule? Or, do you worry about needing to retire for reasons outside of your control? […]

2023 Year-End Planning Webinar

By Alexa Kane, CFP®, CDFA® / November 10, 2023

Watch our 2023 Year-End Planning Webinar replay. What are your most important financial decisions for now and next year? Melissa Joy, CFP® and Alexa Kane, CFP®, update you with important […]

Taking Care of Long-Term Care

By Alexa Kane, CFP®, CDFA® / October 4, 2023

Long-term care is a crucial consideration of financial planning that most individuals will need as they age or face various health challenges. The need for extended care and decisions surrounding […]

Am I Eligible for a Mega Backdoor Roth IRA Contribution?

By Melissa Joy, CFP®, CDFA® / December 2, 2021

In previous posts, we have discussed Roth conversions being a potential option when you have phased out of the contribution limits for a Roth IRA. Today, we will be discussing […]

jar of coins with a leaf growing out of it

Selecting the Right Retirement Plan for Your Business

By Alexa Kane, CFP®, CDFA® / March 4, 2021

As a business owner there are many important decisions to make. Finding the right retirement plan for your business is one of these key decisions. The retirement plan you select […]

woman looking down at tax documents on the table

What You Should Do If You Think Taxes Are Going Up

By Melissa Joy, CFP®, CDFA® / February 1, 2021

Taxes have changed over time throughout American history. In 2021, many Americans anticipate a higher tax rate with the Biden administration. Current top income tax rates are on the low […]