This year, one major focus I will be discussing with my clients is building Roth money. Roth money is the key to reducing or even eliminating the largest expense most of you will have in retirement—taxes. Quick refresher on Roth money. This is money you contribute to retirement AFTER you pay taxes on it. Compare […]
Prepay Your Retirement Taxes (And Start a Walking Club…) Read More »
Planning for retirement involves navigating a complex landscape of financial options, and for some, pensions play a significant role. If you’re anticipating receiving a pension or simply want to understand how they work, you’re in the right place. This guide will walk you through the essentials of pension planning, from understanding benefit calculations to navigating
Pensions & Retirement: What You Need to Know Read More »
Planning for retirement? Learn which account will best serve your journey to financial freedom by 65 with insights from Jenny Logan, CFP®.
Retirement Planning at 65: How to Pick the Right Account for Financial Success Read More »
Learn three simple yet powerful investment strategies that busy professionals can implement today to start building wealth with minimal time and effort.
Simple Investment Picks for Busy Professionals Read More »
Discover the top common financial planning mistakes with this infographic. Learn how to avoid underestimating expenses, not saving enough for retirement, lacking emergency funds, ignoring tax implications, and insufficient insurance coverage.
5 Financial Mistakes to Avoid in Your 40s and 50s Read More »
What you should know about 529 plans and if you should be using one to save for college today!
Are 529's Really The BEST Way To Save For College? Read More »
Understand just how much of your Social Security is subject to taxation!
Social Security Benefits Are DOUBLE Taxed!? Read More »
Financial success requires discipline, work, and patience. Anyone telling you otherwise is lying to you.
"Soft savings" is nonsense if you are serious about financial planning. Read More »
