by Melinda Tyrrell | Jun 30, 2026 | Retirement, Saving, Young Families
Summer is in full swing and the camps, vacations and trips are well underway. If you have a young adult in your household, this may be a time of ramping up resumes and earning some crucial spending money for them through a summer job. My three kids have had a wide...
by Taylor Stanfill | Jan 29, 2026 | Retirement
One of my favorite ways to help our clients is by uncovering savings opportunities they didn’t realize were available. Below are the two most common retirement plans we see, the maximum contribution limits for 2026, and a couple of questions that often open the door...
by Bradford Gilliam | Aug 22, 2025 | Retirement
Housing choices can have a large impact on your financial situation throughout your life. Retirement doesn’t change that, but a person in their 70‘s and 80’s may view housing with a different set of desires and selection criteria than they had previously in their...
by Melinda Tyrrell | Jun 18, 2025 | Inspirational, Insurance, Life Goals, Retirement
Our bodies are like our vehicles – they run much better with preventative maintenance. We can all agree it is more cost effective to get those regular oil changes and tune ups then to wait for a more costly repair months or years down the road. Preventative...
by Bradford Gilliam | May 31, 2025 | Retirement
Most retirement brochures display a very happy person or couple enjoying a round of golf during the afternoon and then strolling down the beach wearing white linen in the evening. This does sound like a terrific day, but only some people would be content with doing...
by Tracie Handberg | May 16, 2025 | 60s, 70s, Financial Planning, Investments, Retirement, Taxes
Having a portion of your investments in a Roth IRA or Roth 401k gives you a lot of flexibility for future cash needs, plus you never pay taxes on the growth or distributions ever again! As an added bonus, your heirs could also save on taxes. Roth conversions can be a...
