Clicky

Traveling to Portugal

Traveling to Portugal   Portugal is one of the most popular countries to visit right now.  There are several reasons for that:   It is easy to get to. The living costs there are low It is relatively safe It has the highest Covid19 vaccination rate in Europe...

Purpose In Retirement

Purpose In Retirement   One of the most important questions we help our clients answer is, “What’s the money for?” After all, if the purpose of your financial plan was just to keep growing your nest egg, then the best financial strategy would be...

Three Ways To Avoid The Downside Of Retirement

Three Ways To Avoid The Downside Of Retirement   When it comes to retirement, it’s easy to dream about the perks: sleeping in, traveling, reading a good book, playing golf––name your fantasy. Even if your retirement is fully funded, the reality can be far less...

Confused About The Child Tax Credit? Here’s What You Need To Know

Still confused about how the child tax credit is working this year? Welcome to the club! Taxes are known to be confusing, but this credit has some extra twists and turns. Let’s take a look at last year compared to this year to get a little context: Last year, the...

Are You Getting The Most ROL From Your Employee Benefits?

Your paycheck pays the bills, but the total benefits you receive can have just as big of an impact on how you feel about the work you do and how that work affects life for you and your family. Here are four ways that your benefits can boost your total compensation –...