Which Accounts Should Younger Retirees Tap First? Not IRAs!
Many retirees pull money from the wrong accounts and in the wrong sequence to generate ...
Medical Professionals: If Your Income Rebounded in 2021, Consider These 4 Money Moves
After experiencing financial hardships in 2020 caused by COVID-19, 2021 was a banner year ...
Working Post-Practice Sale? Important Practice Entity and Retirement Plan Considerations
During the professional lifespan of a dentist who owns their practice, there is a myriad ...
After Selling Your Practice, Here are Your Top 3 Financial Priorities
When one of my clients retired, he initially underestimated the amount of money he would ...
Drilling it Down – 2022 Retirement Plan Limits
What was supposed to be the year of recovery ended up being the year of volatility. ...
Could the Stock Market Crash? While It May Not Happen Immediately Here’s How to Prepare
Don’t let emotional decisions drive your financial planning. Use these strategies instead ...
SOMEONE NEEDS TO KNOW WHERE YOUR MONEY IS
What would happen in the event of an emergency, and you haven’t told your loved ones how ...
I Have a Financial Adviser. Is It Time for My Adult Children to Get One, too?
Josh Monroe, CFP®, CIMA®, Patricia Sklar, CPA, CFP®, CFA®
Tips for Setting Your Pandemic Budget
Want to keep saving after the pandemic is over? Create new long-lasting money-saving ...
The Covid-19 Six-month Review - Six Important Items to Proactively Review (Part 2)
Part one