There are 3 things I’ve learned over the 27 years I’ve spent working with clients. Everyone’s needs are and goals are different, everyone wants to have a...
Jim Lineweaver, CFP®, AIF® is a Certified Financial Planner Professional with over a quarter-century of experience advising private and corporate clients. He has...
Before deciding on when to retire, take the time to find out how much money you will need monthly after taxes and insurance to enjoy a comfortable retirement...
Avoid Social Security Reduction from the Windfall Elimination Provision (WEP) If you have 30 or more years of “substantial” earnings in a job where you paid Social...
Preserve your retirement assets with a coordinated strategy. There are a number of strategies that may allow you to increase the funds available to you in retirement...
Capitalize on all annual catch-up contribution opportunities, including the lesser-known deferred comp provisions. Deferred compensation offers you the ability to...
You may be under the impression that you and your family are adequately protected should a serious illness occur, or if long-term health care services are required...
Beneficiary designations are important, but they need to be coordinated with up-to-date wills, an understanding of how to minimize death taxes, reduce probate...
Life insurance is much like death and taxes, buying life insurance isn’t particularly exciting or immediately rewarding, but it is an important element of a well...
Saving for College is a long-term process that should often begins before a child is born. For 2020, the average annual cost of public college tuition is $20,770/year...
Schedule your 15-minute call today!
Contact Us
