Five Facts to Know about Social Security Benefits

by elizabeth | Mar 26, 2024 | Retirement

Do you know your basic Social Security amount? Did you know you can increase the Social Security benefits you receive? Social Security provides income you can’t outlive. Retired people often rely on Social Security for around one-third of their income for 30 years or...

Insight Series – March 2024

by elizabeth | Mar 8, 2024 | Insight Series

Confident Decisions – Bird’s Eye View In January, we announced a new offering called The Insight Series. The Insight Series is a client-exclusive monthly deep-dive with our advisors. Together, we’ll look at money from different angles to better...

Three Key Questions to Ask Your New Financial Advisor

by elizabeth | Mar 1, 2024 | Relationships & Money

When it comes to feeling confident about your money, finding the right financial advisor is crucial. Whether you’re seeking guidance on investments, retirement planning, or simply looking to optimize your financial strategy, establishing a strong rapport with...

How to Approach Budgeting in Retirement

by elizabeth | Feb 27, 2024 | Retirement

Getting clear on cash flow is key to feeling confident about money, which is why over 74% of Americans have a monthly budget. Over your career, you’ve probably gotten comfortable setting a sensible budget that keeps you on track. But budgeting in retirement can throw...

January: Hibernation & Tax Planning

by elizabeth | Jan 26, 2024 | Taxes

Does winter have you stuck inside, mainlining Sleepytime tea?  Consider getting a head start on your tax planning.  It’s a great time to plan ahead.  Right now, many of my clients are asking about the best ways to reduce taxes for high-income earners.  You still have...