It’s Time to Plant Seeds for Next Year
Spring is in the air, and it’s time to start planting seeds! But we’re not talking about flowers or vegetables – we mean the tax-savings variety....
Mar 31, 2023
Kimberly S. Baker, CFP®
How to Lessen the Sting of High Inflation
With inflation at the highest level we’ve seen in 40 years, and continuing to be stubbornly persistent, you’ve probably noticed that your dollars...
Happy Birthday? Retirement Decisions at Age 55+
You may think that only those birthdays ending with a zero are a big deal, but in the world of retirement planning, the ages between 55 and 72...
Decoding Tax-Loss Harvesting
You know the adage: “When life gives you lemons, make lemonade.” During the market downturn, we’ve been watching for opportunities to apply this...
Is a Retirement Community Right for You?
Seniors planning to move into continuing care retirement communities expect to enjoy amenities such as libraries, fitness centers, and dining...
Will Social Security Be There For Me?
When we talk with clients about planning for retirement, many express concern about the viability of the Social Security system. Some people feel...