A Retirement Fact Sheet

A Retirement Fact Sheet

Some specifics about your “second act.”     Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life after 50 that might surprise you.  Up to 85% of a retiree’s Social Security income can be taxed. Some...
Eight Mistakes That Can Upend Your Retirement

Eight Mistakes That Can Upend Your Retirement

Avoid these situations, if you can. Provided by Brower Financial Group Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. No Strategy. Yes, the...
Teaching Your Heirs to Value Your Wealth

Teaching Your Heirs to Value Your Wealth

Values can help determine goals & a clear purpose. Some millionaires are reluctant to talk to their kids about family wealth. Perhaps they are afraid of what their heirs may do with it. If a child comes from money and grows up knowing they can expect a sizable...
Your Emergency Fund: How Much is Enough?

Your Emergency Fund: How Much is Enough?

An emergency fund may help alleviate the stress associated with a financial crisis. Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing, and your family ends up on a first-name basis with the nurse at urgent care. Then,...
End-of-the-Year Money Moves

End-of-the-Year Money Moves

Here are some things you might want to do before saying goodbye to 2018.  What has changed for you in 2018? Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable changes occurred in your personal or professional life, then...