by Shauna Newton | Oct 8, 2026 | Retirement Planning
Author: Reema Bounajem, JD As the end of 2026 approaches, it’s a good time to review charitable giving strategies and any required minimum distributions (RMDs) that still need to be taken from IRAs. For individuals age 70 ½ or older, a Qualified Charitable...
by Shauna Newton | Jan 5, 2026 | Retirement Planning
Author: Davis Finke, CFA One of the most powerful retirement tools — yet often underutilized — is the Roth IRA, especially for younger investors. A Roth IRA is a tax-advantaged retirement account funded with money you’ve already paid taxes on. While you don’t get a...
by Shauna Newton | Apr 29, 2025 | Retirement Planning
Although it is estimated that someone in America turning 65 today has almost a 70% chance of needing some type of long-term health care services, the reality is that many families are failing to plan sufficiently to cover such costs. A 2024 study conducted by Jackson...
by Shauna Newton | Apr 25, 2025 | Financial Planning, Retirement Planning
Financial planning is not a one-time task but an ongoing process that evolves alongside your financial situation and goals. Whether you’re focused on building wealth, protecting what you’ve accumulated, or planning your legacy, a well-structured financial plan helps...
