by Mike Holloway | Oct 3, 2023 | Retirement
Whether you’re a young professional just beginning to plan for retirement, or you’re quickly nearing retirement age, it can be overwhelming to calculate how much to save. Retirement, like most seasons of life, comes with a lot more unknowns than... 
by Mike Holloway | Aug 30, 2023 | Retirement
When we talk to our clients about retirement planning, one of the most common bucket list items that comes up time and time again is travel. Many of the clients we work with see foreign travel, and even local sight-seeing trips across the US, as a meaningful way to... 
by Derek Williams | Mar 9, 2023 | Retirement, Goal Setting
Retirement planning can feel like a daunting task— even when the stock market is steady. But with inflation running rampant, major companies across the country laying off thousands of workers every month, and the Federal Reserve raising interest rates every time you... 
by Jason Deshayes | Jan 20, 2023 | Retirement
When it comes to saving and investing for retirement, one of the most popular options is contributing to a Roth IRA. It’s flexible, your earnings grow tax-free, and all qualified withdrawals are tax- and penalty-free. Roth IRAs also offer savers a variety of benefits... 
by Jason Deshayes | Jul 25, 2022 | Retirement
Contributing to your 401(k) account is one of the most effective ways you can save for your future and reach your long-term financial goals. But maximizing a 401(k) isn’t exactly straightforward. As a CPA, CERTIFIED FINANCIAL PLANNER™ professional, I get a ton of...