2019 Investment Outlook Presentation Video is Live!

Whether you were unable to attend our 2019 Invesment Outlook event, or you would like a refresher on the content presented, we invite you to check out our the video recording from the presentation on our YouTube page. The video was formatted to include all of the slides from the presentation, and is packed full of information. Check it out and share it with your friends. The presentation can be found here.


Stay in the Know About Family Finances

This article first appeared in the October 2018 issue of WILMA Magazine.

Statistics show that women will outlive their male counterparts, and it is imperative that all members of a family understand financial basics and are comfortable making decisions on their own.

Retire with “Style”

This article first appeared in the September 2018 edition of WILMA Magazine.

While most people develop their own distinct fashion style, it is equally important to have a vision for your retirement “style.” What's yours? 

Delayed Gratification is the Key to Financial Success

This article first appeared in the December 2018 edition of WILMA Magazine.

Homeownership + Retirement Planning, Article 2

This is the second article in a two-part series on the impact homeownership may have on retirement planning. This article was originally published in the August 2018 edition of WILMA Magazine.

You just sold your house. You have downsized your furniture and belongings to the perfect, functional amount. You no longer have to worry about lawn maintenance or cleaning a multi-floor home. You have free time to visit family and friends and focus on activities that revitalize your soul.  Your life has less financial responsibility and more flexibility.  Sounds pretty great right? 

Homeownership & Retirement Planning, Article 1

This is the first post in a two-part series on the impact homeownership may have on your retirement planning. This article was originally published in the July 2018 edition of WILMA Magazine.

The American dream has often revolved around owning a home: a place to plant roots and build a future.  While homeownership is a huge source of pride and stability for many individuals, most people fail to understand the impact of homeownership in their retirement.

Year-End Financial Planning Checklist

As 2017 draws to a close, it’s time to begin organizing your finances for the new year. To help you get started, we’ve put together a list of key planning topics to consider.

Savings and investments

Revisit your retirement contributions. Review how much you’re contributing to your workplace retirement account. If you’re not taking full advantage of your employer’s match, it’s a great time to consider increasing your contribution. If you’ve already maxed out your match or your employer doesn’t offer one, boosting your contribution could still offer tax advantages. Now is also a good time to ensure that your portfolio allocation remains in line with your objectives.

Anticipate Roth recharacterizations. If you converted a traditional IRA to a Roth IRA during 2017 and paid tax on the conversion, mark your calendar now to allow plenty of time to recharacterize (i.e., undo) the conversion if you need to. The deadline is your tax-filing deadline plus any extensions.

Take stock of your goals. Did you set savings goals for 2017? Realistically evaluate how you did and think about your goals for next year. If you determine that you are off track, we’d be happy to help you develop and monitor a financial plan.


Volunteering with Passion in Retirement

The retirement years offer an opportunity for those who want to increase their commitment to volunteering. But how do you begin? One approach is to think about volunteering the same way a career counselor would encourage someone in the midst of a career change to think about work.

Having Difficult Conversations with Your Kids

One thing most retirees look forward to in retirement is enjoying relationships with their family. But some interesting situations can arise, especially during the retirement years, which require serious conversations. Here are a few examples.



How to Make New Friends in Retirement

For most people, retirement is a time of significant change. Some changes are eagerly embraced; others require flexibility—often more flexibility than we are used to. Over decades we get comfortable and maybe even set in our ways. We have our routine, our family, our friends, our health. Life has been good. But, in retirement, a host of changes happen in a fairly short period of time. One of those is a change that requires us to renew or increase our skill at making new friends.