Complete post-divorce checklist covering finances, insurance, taxes, and estate planning. Get expert guidance for your financial fresh start after divorce.
Complete post-divorce checklist covering finances, insurance, taxes, and estate planning. Get expert guidance for your financial fresh start after divorce.
Complete financial checklist for widows & widowers covering immediate tasks, benefits, estate planning, and long-term financial planning after a spouse’s death.
Elder financial abuse is a growing problem, often committed by those closest to us. My latest article provides the defense strategies you need to protect yourself and your financial future.
Choosing a financial advisor is one of the most important decisions you’ll make for your future. But how do you know if you’re making the right choice?
After the rush of April 15th, most people breathe a sigh of relief and forget about their taxes until next year. But what if that annual document holds clues to significant financial gains you could be missing out on? This year, I wanted to share the real reason why I dedicate time to reviewing my… Continue reading Why I Review My Clients’ Tax Returns Each Year
Don’t let RMDs become a tax trap! Learn smart strategies to lower your taxes on RMDs and keep more of your hard-earned retirement savings.
Ever catch yourself wondering if you’ve missed the boat on saving for retirement? It’s a thought that crosses many minds, no matter their age. In this quick video, we address that very question head-on: Is it really too late to start saving for your future? The answer might surprise you. More importantly, we show… Continue reading Is it Too Late to Start Saving for Retirement?
By Joe Dowdall, CFP®, RICP®, CRPC®, CCFC Retirement planning can often feel like a moving target. You’ve worked hard, saved diligently, and now the big question hits: What’s next? That’s where Steve (age 62) and Jenna (age 66)1 found themselves. After decades of building a career, Steve was suddenly laid off. His severance package was… Continue reading A Retirement Planning Case Study
Not all financial advisors are held to the same standards. Some are only required to recommend what’s suitable—even if it costs you more. As a fiduciary, I’m legally and ethically bound to put your best interests first. No hidden fees, no sales pitches—just honest, client-focused advice. In this short video, I break down why… Continue reading What Is a Fiduciary Financial Advisor & Why Is It Important?
As a CERTIFIED FINANCIAL PLANNER® professional, I’m committed to helping you pursue your financial goals. One critical aspect of this is reducing your tax burden. In this quick video, I discuss a few strategies for optimizing your tax savings, including: Maximizing retirement account contributions Leveraging Roth conversions Contributing to a health savings account (HSA) Utilizing… Continue reading How to Maximize Your Tax Savings This Year
