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When Worlds Collide: Russia Invades Ukraine
When Worlds Collide: Russia Invades Ukraine

Vladimir Putin launched an invasion of Ukraine late last month - here are some thoughts from the desk of Eric Hagen

Taking Charge of Your Financial Life
Taking Charge of Your Financial Life

Delegating responsibilities to others may lead to problems down the road.

2021 Last Chance Financial Planning Checklist
2021 Last Chance Financial Planning Checklist

Shape up your personal finances for a great year-end!

COVID-19 Relief Bill Signed Into Law
COVID-19 Relief Bill Signed Into Law

A $1.9 trillion relief package.

5 Highlights of the New Stimulus Package
5 Highlights of the New Stimulus Package

What the latest round of funding may mean for you.

End-of-Year Money Moves
End-of-Year Money Moves

Here are some things you might consider before saying goodbye to 2020.

2020 Annual Financial To-Do List
2020 Annual Financial To-Do List

Things you can do for your future as the year unfolds.

October is Financial Planning Month
October is Financial Planning Month

Six areas of personal finance to review.

Complimentary Shredding [Spring Cleaning!]
Complimentary Shredding [Spring Cleaning!]

Bring your unwanted & unneeded documents to our office & we’ll take care of shredding them for you.

"Backdoor" Roth IRAs
"Backdoor" Roth IRAs

If you make too much money to open a Roth IRA, you could create one this way.

Details on the Tax Deadline Extension
Details on the Tax Deadline Extension

The I.R.S. is giving you three additional months to file and pay.

Roth IRA Conversion in the Era of COVID-19
Roth IRA Conversion in the Era of COVID-19

Is it right for you?

Key Provisions of the CARES Act
Key Provisions of the CARES Act

Distributions can be waived in 2020 for Inherited Accounts, 401(k)s, and IRAs.

Coronavirus, Past Epidemics, & the Stock Market
Coronavirus, Past Epidemics, & the Stock Market

A look at how previous epidemics impacted the stock market in the U.S. & around the world.

Certain Uncertainties in Retirement
Certain Uncertainties in Retirement

Two financial unknowns may erode our degree of confidence.

Could Assumptions Harm Your Retirement Strategy?
Could Assumptions Harm Your Retirement Strategy?

Three common misconceptions to think about.

Have You Budgeted for Retirement?
Have You Budgeted for Retirement?

Creating a strategy for success.

Reducing the Risk of Outliving Your Money
Reducing the Risk of Outliving Your Money

What steps might help you sustain and grow your retirement savings?

You Could Retire, but Should You?
You Could Retire, but Should You?

It might be better to wait a bit longer

Retirement Now vs. Retirement Then
Retirement Now vs. Retirement Then

Today’s retirees must be more self-reliant than their predecessors.

Wise Decisions With Retirement in Mind
Wise Decisions With Retirement in Mind

Certain financial & lifestyle choices may lead you toward a better future

The Chapters of Retirement
The Chapters of Retirement

The five phases of life after 50 & the considerations that accompany them.

Where Will Your Retirement Money Come From?
Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources.

Gradual Retirement
Gradual Retirement

Not everyone retires the same way – or at the same pace.

Should You Plan to Retire on 80% of Your Income?
Should You Plan to Retire on 80% of Your Income?

Examining a long-held retirement planning assumption.

Retiring Single
Retiring Single

You will want to replace your income; you will also want to stay socially engaged.

Ways to Ease the Cost of College
Ways to Ease the Cost of College

A look at grants, scholarships, 529 plans, and other methods.

College Funding Options
College Funding Options

You can plan to meet the costs through a variety of methods.

Should You Use 529 Plan Funds on K-12 Education?
Should You Use 529 Plan Funds on K-12 Education?

Federal law says you can, but you may want to think twice about it.

Personal Financial Dashboard
Personal Financial Dashboard

The same way you need a dashboard in your car to get to your next destination, you need a financial dashboard to get to your next financial level.