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So far kirby has created 66 blog entries.

Go for Gold in Your Retirement Strategy!

PYEONGCHANG 2018 | Getty Images Imagine training your entire career for one moment, one chance to perform at your very best. You had your entire routine down, but somewhere along the way in your planning, you forgot to sharpen your outside blade of your skate. Next thing you know, you caught an edge on your [...]

2018-04-09T18:46:16-05:00February 20th, 2018|Retirement|

3 Steps to Crash-Proof Your Retirement Plan

Source: Factset The post-recession bull market is starting to slow down as evidenced by yesterday’s worst single-day point decline in Dow history. The previous record was set on September 29th, 2008 when the Dow fell 777 points. Now, it’s more important than ever to make sure that your retirement plan is ready for anything. By [...]

2018-04-09T18:46:47-05:00February 6th, 2018|Financial Planning, Retirement|

A Quick Update from the 2018 Tax Reform

As you may already know, it’s now official. The first significant reform of the U.S. tax code since 1986 when Ronald Reagan was president has been ushered through by congress. Changes have been made to both individual and corporate tax rates.  Individual provisions in the new legislation technically expire by the end of 2025, though [...]

2018-04-04T19:54:32-05:00January 5th, 2018|Tax Strategies|

3 Tips to be Financially Healthy in the New Year

A recent survey by the American Psychological Association said that 62% of Americans report being stressed about money. There’s no better time than New Year’s to review your current situation and make resolutions to be financially healthy in the New Year. However, it’s interesting to note that according to a Nielson survey, only 25% of [...]

2018-04-04T19:54:36-05:00January 3rd, 2018|Financial Planning|

Your Retirement Planning List: Did You Check It Twice?

Regardless of whether you believe in Santa Claus or not, it’s hard not to embrace the holiday spirit.  The sounds and sights of the holiday season are inescapable. Even though it’s a time of celebration, it’s still a busy time.  Everyone seems to be rushing around doing last minute shopping (or returns), or getting ready [...]

2018-04-04T19:54:40-05:00December 22nd, 2017|Retirement|

Get the Right Advice

Everyone knows that December starts the holiday season, but for movie fans, it’s also the start of awards season. A slew of great movies are coming to theaters near you, from the historical thriller Marshall to the crime satire Three Billboards Outside Ebbing Missouri. But few movies have gotten more press than Lady Bird, a coming-of-age story that’s now the [...]

2018-04-04T19:54:44-05:00December 19th, 2017|Financial Planning|

3 Things You May Not Know About Retirement

Many of us look forward to retirement as the reward for a lifetime of hard work. However, many retirees are caught off guard by the simple facts of their new life in retirement. Here are three things you should know about before you leave the working world for good. First is that required minimum distributions [...]

2018-04-04T19:54:48-05:00December 15th, 2017|Retirement|

Budget with Your Desired Lifestyle in Mind

Although one of the most common retirement planning questions is, “How much money will I need for a successful retirement?”, it may be more important to focus on how much income you’ll need during each of your retirement years. And, in order to do that in an effective manner, you’ll want to try and create [...]

2018-04-04T19:54:52-05:00December 12th, 2017|Financial Planning, Retirement|

Quick Tips for Your Charitable Giving Strategy

Philanthropy is an important aspect in many people’s lives because there’s no better feeling than knowing you’re doing your part to help a great cause, and to help improve the lives of those less fortunate than you. And, giving your hard-earned retirement dollars to charity can be a highly tax-efficient use of your savings. But, [...]

2018-04-04T19:54:56-05:00December 8th, 2017|Financial Planning|

It’s Beginning to Look a Lot Like Retirement

There’s no getting around it: the holiday season is here. Stores are playing Christmas tunes, there’s bright lights in front of every house, and everyone is beginning to bake their delicious, homemade holiday treats. Walk downtown and the sidewalks are filled with carolers and Holiday shoppers. Now, turn on the TV and you’re bound to [...]

2018-04-04T19:55:00-05:00November 28th, 2017|Retirement|
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