Outlook
Why Wealth Management Is About So Much More Than Retirement
What if I told you to stop thinking about a retirement date when considering your personal financial plan? What if I told you that investing isn’t just about retiring and living happily ever after? Here are three reasons why: 1. You’re healthy, but inflation is killing you. Quit planning like you die at retirement. Throw
Five important things to do while you’re still alive (and why your loved ones will be grateful.)
I was sitting in a meeting the other day, where the topic of discussion was life changes. Specifically, it was about how certain events in life have huge financial impact (birth, new job or job loss, marriage, divorce, retirement, disability, death). I instantly made a mental note: “must write an article about death and its
Watch out for IRMAA – Who’s that, you ask?
The Income Related Monthly Adjustment Amount, referred to as IRMAA, can come as a surprise to some retirees. The standard Part B Medicare premium in 2018 is $134. What most people don’t know is that as retirees they may end up paying a significant surcharge on their Medicare Part B and Part D (Drug benefit) premiums. This is a result of the Medicare Modernization Act of 2003 (which took effect in 2007) affecting Medicare Part B
So now, be honest: Will YOU give more to charity as a result of the new tax law?
Community service has always played a big role in my life. While growing up, my parents were both pastors and deeply involved in non-profit work. Giving was just something that was expected; it was part of our way of life. As an adult, I have carried the values my mom and dad instilled in us
A Night of Networking and Golf – all for a good cause!
We are excited to announce that we will be hosting a networking event at Fore! Golf Entertainment on March 28th from 6-9pm. (Due to the weather, this has been rescheduled from the 21st.) All proceeds will benefit Waypoint Adventure, a nonprofit that uses outdoor adventures to challenge youth and adults with disabilities to discover their purpose,
What I learned from my kitchen remodel.
New visitors to our home frequently comment on our kitchen, specifically on how great it looks. We had it built a few years ago. While my wife and I graciously accept the compliments, every time I hear someone ‘ooh and aah’ over it, secretly I cringe. It’s not that it’s not beautiful – to the