by Thad Gilliam | Aug 21, 2024 | 20s, 30s, 40s, 50s, 60s, 70s, Retirement
Have you ever wondered what your Social Security benefit payments will be during retirement? Years ago, the Social Security Administration (SSA) mailed an annual statement to everyone, so that US citizens would have an idea of their benefits. Now, for budget reasons,...
by Taylor Stanfill | Aug 2, 2024 | Financial Planning, Retirement
One of the most rewarding things we get to do is help people retire after serving them for many years! It’s a wonderful and exciting season, but it can also generate some nervousness and anxiety. This is completely normal and understandable. Here’s...
by Thad Gilliam | Apr 23, 2024 | Investments, Retirement
I saw this graph this morning (see full article here) and it does a great job of showing the relative price of US stocks compared to various other countries. The graph is showing CAPE by country (cyclically adjusted price-to-earning ratio). CAPE measures the 10 year...
by Melinda Tyrrell | Mar 13, 2024 | Estate, Financial Planning, Insurance, Investments, Retirement, Risk Management, Saving, Taxes, Young Families
Caring for others may come naturally to you. You may have cared for your children as they’ve grown up, or helped your parents as they’ve gotten older. We spend countless portions of our lives investing in those we love. But when it comes to hard conversations,...
by Taylor Stanfill | Jan 11, 2024 | Investments, Retirement
I know this may be boring stuff, but it’s good to know and maybe it will challenge how much you save this year! Here are the maximum amounts you can save into some common retirement plans in 2024. Go ahead and increase your contribution! 401k Pre-tax or ROTH...
by Taylor Stanfill | Nov 3, 2023 | Financial Planning, Inspirational, Retirement
One of the best things we did as a family this year was automate monthly savings for a big financial goal. We went from “hoping” it would happen to seeing real progress every month. It felt great, and we want that for you! Here are some things you can do...
