Estate Planning—Don’t Delay

Estate Planning—Don’t Delay

Too many people have neglected to make their wills and other estate-planning documents. No one should wait. ...more

Estate

June 06, 20246 min read

Seven Strategies for a Fulfilling and Happy Retirement

Seven Strategies for a Fulfilling and Happy Retirement

As in life, there’s more to retirement than having enough money. Here's some suggestions about meaningful ways to continue to devote your talents and energies in retirement. ...more

Retirement

May 02, 20242 min read

Maximizing Your Social Security

Maximizing Your Social Security

Social Security can provide you with additional peace of mind. But decisions on when to claim benefits and which method to make a claim can be complicated. I'll help you consider you options when eval... ...more

Social Security

April 04, 20245 min read

Best Practices to Minimize an Audit

Best Practices to Minimize an Audit

We’re moving into tax season. Here are some of the red flags that might get the attention of the IRS. ...more

Tax

March 05, 20245 min read

Enhance Your Financial Fitness in 2024

Enhance Your Financial Fitness in 2024

As we move into 2024, it’s a good time to review your understanding of what it means to be financially fit. It’s more than just having a pile of money. It’s more about knowing how to live with it. ...more

Financial Planning

February 06, 20242 min read

Key Numbers as You Plan for 2024

Key Numbers as You Plan for 2024

Here's some key data that can equip you for prudent tax planning. With this month’s article we'll dive into some tax details and take a look ahead into the coming year. ...more

Retirement ,Tax

January 05, 20247 min read

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Ric is a CERTIFIED FINANCIAL PLANNER and investment advisor. Click here to learn more.