When your financial advisor and CPA don't coordinate year-round, important opportunities may get missed and mistakes can get made: Withdrawing from the wrong accounts Missing Roth conversion windows Not coordinating capital gains In this quick video, we go over the…
"Can I retire?" Here's why we can't answer that by just looking at your account balance. Your retirement is personal. What you want to do, where you want to live, who you want to help—all that matters just as much…
Every week, clients ask us: Should I pay off my mortgage or invest? How much do I really need to retire? Is now the right time to start? If you've been wondering the same things, you're not alone. Financial advisors…
In this video, Alec & Roger review common mistakes people make regarding their 401(k).
In this video, Alec & Peter discuss the benefits of taking social security early vs. delaying taking social security.
In this video, Alec & Jackson discuss what to be planning for if you intend to retire next year.
In this video, Alec & Jackson discuss financial moves to make in every stage of life to set yourself up for success.
In this video, Roger and Alec discuss things you might not have anticipated after retiring.
In this video, Drew and Alec talk about the biggest changes in the newly passed One Big Beautiful Bill and how it impacts retirees.
In this video, Roger Bair & Jackson Courtney discuss how to manage market volatility within your retirement portfolio