Nov 27, 2024
Planning for long-term care (LTC) is an essential part of securing your financial future, especially as you approach retirement. The high cost of care, combined with increased longevity, makes it crucial to have a strategy in place to cover these expenses—whether...
Nov 16, 2024
As both an adoptee and an adoptive parent, I often hear people say, “I would love to adopt, but I could never afford it.” Recently, a fellow financial planner reached out to ask if I could speak with one of her clients about the financial aspects of...
Nov 16, 2024
As a high-income earner, you’re likely familiar with the restrictions on contributing to a Roth IRA due to income limits. But did you know there’s a way to bypass these restrictions legally? Enter the Backdoor Roth IRA, a tax-efficient strategy designed to...
Nov 15, 2024
Open enrollment period is upon us and it’s essential to revisit the variety of employer-sponsored benefits available. Our personal and professional lives are ever-changing and programs that were not relevant in the past can now be highly beneficial. With the...
Nov 1, 2024
As a seasoned professional, you’re likely familiar with various financial tools that can help you maximize your wealth and plan for the future. However, one tool that often gets overlooked is the Health Savings Account (HSA). Whether you’re already contributing to one...
