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Image for Why Partnering with a Certified Financial Planner ® is Essential for Your Retirement Planning

Why Partnering with a Certified Financial Planner ® is Essential for Your Retirement Planning

August 23, 2024 | David Edmisten, CFP®

Planning for retirement is one of the most critical aspects of one’s life, yet it can also be one of the most complex. With so many variables to consider, having a well-structured plan is crucial. Here’s why working with a Certified Financial Planner ® can be a game-changer for your retirement planning:
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Image for The Top 5 Things To Do in 2024 If You Want To Retire in Your 50's

The Top 5 Things To Do in 2024 If You Want To Retire in Your 50's

May 20, 2024 | David Edmisten, CFP®

If you really want to retire in your 50's, review the top 5 things you can do in 2024 to maximize your savings, save on taxes and cut your expenses and take action now.
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How will I cover health insurance and medical expenses?

April 2, 2024 | David Edmisten, CFP®

One question unique to those who are retiring early is figuring out how to cover health and medical needs. Many people who retire early are shocked to learn just how expensive an annual health insurance premium can be when they are paying the full premium themselves.
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Image for A Year-End Review Can Improve Your Finances

A Year-End Review Can Improve Your Finances

November 8, 2023 | David Edmisten, CFP®

Reviewing your finances before the end of the year can help you save more, lower your taxes and get you closer to your goals.
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