We all realize that saving for retirement is important. For many of you, that is why you have partnered with us. But saving for retirement is only part of living an intentional life and using our money intentionally. None of us know exactly how long we will be around and have the health to complete…

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We don’t always know what surprises life is going to throw at us. I’m not talking about life’s good surprises, but the ones where your washing machine starts to sound like it’s going to launch into orbit, your car starts making an awful squealing noise, or when you realize its that time of year to…

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Now that the calendar year 2023 has passed, you’ve started on your taxes (or thought about it). If you’re like me, you would love to know any way you could lower your taxes. Depending on your situation, instead of paying more taxes, you might be eligible to contribute to your retirement accounts after December 31.…

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