"Well... It Depends!" poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron, CFP®, EA, dives into the question, "What Accounts Do I Need?" This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email [email protected].
“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron, CFP®, EA, dives into the question “Should I Invest Outside of My Employer Plan?”. This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at [email protected].
Does Age Matter? The most frequent question that gets asked is, when is the best time to retire? The current average retirement age in the United States is 62.3 years for women and 64.6 years for men. The age that you do end up retiring will affect your finances. Determining the right age for [...]
Want to reduce your Medicare premium? Your charitable contributions could be the answer. Brandi Graham, CFP® What do Medicare premiums and charitable giving have in common? One may be able to save you money on the other… If you make gifts to charity and are required to take a required minimum distribution (RMD) from your [...]
