Posts Tagged ‘2021’
Go Dick Go! One Man’s Retirement “Road” Map
By Kevin Reardon CFP® How to live a fulfilled life in retirement. As financial planners, we have the great privilege of guiding people into and through retirement. It is a time…
Read MoreWhen Should I Start Taking Social Security?
By Kevin Reardon CFP® We are asked this question more than any other. Like most things in life, there is no perfect answer. However, there are guidelines and considerations in making this…
Read MoreGenerational Wealth Planning
By Kevin Reardon CFP® Have you ever wondered what will happen to your family when you are gone? Will your family continue to thrive through the second or third generation?…
Read MoreJump-Start Your Child’s Retirement with a Roth IRA
How to Jump-Start Your Child’s Retirement By Ryan Rink CFP®, ChFC®, CLTC® One of the best retirement savings vehicles is the Roth IRA. With a Roth IRA, you make after-tax…
Read MoreHow to Reduce Premiums on Your Marketplace Plan
By Brian Ellenbecker CFP®, EA®, CPWA®, CIMA®, CLTC® Have a Marketplace Health Insurance Plan? Follow These Steps to Lower Your Premium! As a part of the American Rescue Plan…
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