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Charlie Jordan, CPA, CFP®, CeFT® Dec 2, 2021 2:23:58 PM 5 min read

Elements of Retirement: Giving

 
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Chase Mouchet, CFP®, CIMA® Dec 1, 2021 2:30:00 PM 1 min read

Keep These 9 Photos on Your Phone

As many of us travel to see family or visit new destinations during the holiday season, ...
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Jeffrey A. Harrell, CFA Nov 10, 2021 3:09:01 PM < 1 min read

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 ...
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Chase Mouchet, CFP®, CIMA® Oct 22, 2021 12:22:34 PM 3 min read

Four Ways to Plan Ahead for Social Security’s 2022 Cost-of-Living Adjustment

On October 13th, the Social Security Administration announced a 5.9% cost-of-living ...
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Charlie Jordan, CPA, CFP®, CeFT® Oct 21, 2021 12:26:00 PM 6 min read

Elements of Retirement: Work

“The job is not your work; what you do with your heart and soul is the work.” - Seth ...
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Chase Mouchet, CFP®, CIMA® Oct 7, 2021 12:28:00 PM 5 min read

Four Ways to Use “Excess” RMDs

Required Minimum Distributions (RMDs) for IRAs and other types of retirement plans are ...
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Chase Mouchet, CFP®, CIMA® Oct 1, 2021 12:52:07 PM 5 min read

Retiring Soon? Ask Yourself These Four Questions about Your Charitable Giving

Many people in retirement desire to give more of their time and financial resources to ...
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Charlie Jordan, CPA, CFP®, CeFT® Sep 10, 2021 12:00:00 AM 2 min read

RETIRING WELL BOOK CLUB: THE SUDDEN CAREGIVER

A ROADMAP FOR RESILIENT CAREGIVING BY KAREN WARNER SCHUELER “There are only four kinds of ...
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Charlie Jordan, CPA, CFP®, CeFT® Aug 26, 2021 3:10:00 PM 3 min read

Planning for Retirement: Using vs. Spending Wealth

“Using wealth helps me take ownership of my money decisions.” – Krysta Jordan In the ...
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Chase Mouchet, CFP®, CIMA® Aug 26, 2021 2:37:00 PM 6 min read

Elements of Retirement: Home

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