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 […]

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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 […]

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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 […]

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Am I Eligible for a Mega Backdoor Roth IRA Contribution?

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 […]

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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 […]

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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 […]

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