Insights

Lately, it seems a lot of our clients are selling (or exploring selling) their homes and we’ve been asked a lot how taxes may impact their sale. If you’ve lived in your home a long time or live in a highly appreciated area, it’s no wonder you’re concerned about taxes. There have been many c …

Learn how to manage The Big, Irreversible Decisions Managing Cash Flow in Retirement Starting Social Security Tax Planning Opportunities Bucketing Strategy

Understanding Roth Conversions A Roth conversion is a process where you move funds from a traditional IRA or 401(k) into a Roth IRA. Unlike traditional retirement accounts, Roth IRAs offer tax-free growth and tax-free withdrawals in retirement, making them an attractive option for many inve …

Do you struggle to know where your money goes each month? This helpful guide provides easy, step-by-step instructions for creating and following a budget. Download our complimentary guide, “A Beginner’s Guide to Budgeting” to take the mystery out of managing your money!

Interest rates have been a hot topic of conversation for the last few years and you may have heard that at the last Federal Reserve (Fed) meeting, they decided not to raise interest rates again. There is a lot of noise out there, so let’s break it down for you.

Alana Macy CFP®️️️, MBA Wealth Advisor We’ve been on a wild ride the last 3 years, with increased market volatility, a global pandemic, a housing boom, political turmoil and rising inflation. If you didn’t know, we have actually been out of a bear market for 8 months now. The market bottome …

Alana Macy CFP®️️, MBA Wealth Advisor Identity theft is the fastest growing crime in the United States and, on average, there are 7 million identity theft incidents per year. If you are over age 65, you are most at risk of having your identity stolen. The world is changing, thieves are gett …