Generosity is a common trait among many of the clients we work with. Making charitable donations and engaging in volunteer work allows them to support causes and organizations they hold most dear and satisfy a desire to give back.

Mary just turned 70 and is happily retired. She lives off her pension and Social Security benefits. Mary is a careful spender and as a result, has a lot of cash saved at her local bank in a high yield savings account and CDs. Each month she discovers her cash balance at the bank increases, recently reaching a total of $300,000. She is proud of her decision to save more than she spends, especially because she wants to leave a legacy for her niece and nephew after she passes aw

We have the privilege of guiding many of our clients through their final working years into retirement. It’s a major life transition for most people. Beyond answering the pivotal question of how their time will now be spent, retirees must ensure their retirement portfolio strategy can support leaving the workforce.

Roth conversions aren’t just a tax move. They’re a smart strategy for tax-free income, lower RMDs, and a legacy your heirs will thank you for.

Markets at record highs? Learn how to invest with confidence using time-tested tactics that keep your portfolio balanced and your nerves steady.