Your Financial Plan

12 Tax Things to do before 12/31

12 Tax Things to do Before 12/31 [Video]

October 25, 2021

Here are 12 Tax Things to do before 12/31. This is the second most common time people start to think about their finances.

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Changing Jobs

The Benefits Of Changing Jobs [Video]

October 21, 2021

Let’s talk about your career and what the benefits of changing jobs might be for you. Some interesting data out of the Federal Reserve Bank of Atlanta shows that it is actually worth it financially to change jobs on a regular basis.

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Calendar and Checkbook

The Calendar And The Checkbook Never Lie! [Video]

June 6, 2021

Two things that never lie are your calendar and your checkbook. These are two things you can analyze to see if you’re spending them well.

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Required Minimum Distributions

Required Minimum Distribution: You’re 72… Now What? [Video]

May 17, 2021

Required Minimum Distribution (RMD).  Let’s walk through some of the mechanics of this so you feel knowledgable and educated about RMD’s.

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Social Security Benefits

When do I take Social Security Benefits? [Video]

January 19, 2021

[Video] When do I take Social Security benefits?| For clients who are working near the end of their careers the natural question that comes to mind is when do I take Social Security benefits?

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pension analysis

Pension Option Analysis [Video]

January 12, 2021

[Video] Pension Option Analysis| Pension Option analysis decisions can be difficult to evaluate alone. Making the right decision can save thousands of dollars over time.

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