February 18, 2021
Estate Planning: Legacy is much more
Leave your legacy in dollars, cents and in who you are, what you mean to others. In the words of Max Lucado-“Outlive your life!” You may think of legacy as a word typically associated with estate planning, charitable giving, and […]
January 12, 2021
Your Retirement Paycheck – Critical Steps
So, you’re retiring early! Do you know the critical steps to creating your retirement paycheck? Whether you made the decision on your own or not, you’re here. In addition to joy on one hand and concern on the other, what […]
Together, we have gotten through a year like no other. We’ve Zoomed from our kitchens, living rooms, even some basements…those green screen backgrounds got pretty fancy out there and we enjoyed the view! Even the most difficult moments this year were […]
December 28, 2020
You’re Curious About Your Money – Start Here!
You’re curious about your money and want some help, but not sure where to begin. START with our no cost MYBLOCKS and learn more about your financial life with fun sprinkled in along the way! And, if you need more […]
December 14, 2020
Retiring Soon? Know about the 5-year test?
Are you thinking about retiring soon? Do you have a good handle on what you spend on a monthly and annual basis today? If you think you do, think again. The detail here is important. There are alot of retirees […]
December 1, 2020
Building Tax Efficient Portfolios – ETFs vs. Mutual Funds
Considering how tax efficient your investments are is a big deal. Building a more tax efficient portfolio can improve your chances of keeping more money in your account for your longer-term needs. So, finding strategies to manage for taxes is […]
November 2, 2020
How to Manage Your Money and Reduce the Stress
Have you ever heard these words? “Control what you can control.” It’s easy to say but this year, far harder to put into practice. Among employed adults in 2020, 68% report their job or employment has been negatively impacted by […]
October 22, 2020
HSA: Is the Health Savings Account Right for You?
“You can’t take advantage of an opportunity unless you know it exists!” Paying more for medical expenses today is common. But are you paying in a tax-advantaged way? So, there’s an opportunity you should be aware of…the Health Savings Account (HSA). […]
September 1, 2020
Volatility, Cycles…What’s Your Plan?
It was at the beginning of June that we decided to restart an old hobby of ours…cycling. The catalyst was a sincere need to get outside with the wind at our backs and just ride. Being cooped up inside on […]
Markets and Your Money: A Path Forward