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How Much Do I need For Retirement?

One of the most searched phrases on search engines today is “How Much Do I Need For Retirement?”.  I recall people when I was growing up saying that you need $1MM saved in order to live comfortably in retirement, was that true and/or is there a new number today?   This is a very c …

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Resolve to Get Your Financial House in Order

The holidays and New Year are right around the corner. It is now the time to start thinking about what you can do to get your financial house in order for the coming year. The turn of the year is typically a time of reflection and planning to right areas that you may have let …

5 Tax Planning Steps to Take Before the Year Ends

As we enter the final quarter of 2017 (yes the last three months of the year are here), I am sure you feel the same way we do and cannot believe how fast this year has gone by. Keep in mind that the year is not going to slow down and there are several things …

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