by admin | Jun 15, 2022 | Our Philosophy
By: Rachel Krabill, Administrative Assistant “So… what just happened back there?” My husband and I were sitting in our car wondering how the conversation we’d just had with a financial professional had seemed so clear and concise while we were in his office,...
by admin | Jun 7, 2022 | Retirement
By: Clinton Miller, CFP®, Advisor I am going out on a limb in saying this, but here goes: Retirement is imaginary. It’s a solution in search of a problem. The Financial industry assumes your Retirement™ goes like this: You work hard over a 45...
by admin | May 10, 2022 | Our Philosophy
By: Liz Hand, CFP (R) During our just-concluded spring review session, we asked clients to look at a few areas of life that matter most: Joy, Satisfaction, Health, Family, and Friends/Community. We got quite a few side-eyes while clients filled out the questionnaire...
by admin | Jul 15, 2019 | Retirement, Uncategorized
Some people believe Social Security is not taxed. Others believe Social Security is taxed. Depending on your financial setup, either of those could be true. So how do you calculate and find out whether you will pay income taxes on Social Security? You might want to...
