Blog

Image for 3 Things Your Financial Advisor Should Help With (That Aren't Investments)

3 Things Your Financial Advisor Should Help With (That Aren't Investments)

August 17, 2023 | David Edmisten, CFP®

While most people think of investments when they look for a financial advisor, there are three very important topics a good financial advisor should be addressing for their clients. Great financial advice will help you cover potential risks to your plans, look for ways to legally minimize your tax bill, and make sure your estate is protected for the ones you love.
Read Article

Image for 3 Steps to Take Now If You Want To Retire in 2-3 years

3 Steps to Take Now If You Want To Retire in 2-3 years

August 17, 2023 | David Edmisten, CFP®

Are you thinking about retiring in the next couple of years? Here are 3 steps to take now to get ready for retirement.
Read Article

Image for What is your "Why"?

What is your "Why"?

August 10, 2022 | David Edmisten, CFP®

What is the reason you are considering retiring early? Some will answer that they want to have more control of the pace of their life. Others want to spend more time with loved ones. Some long to travel, to accomplish goals that have had to remain on the sidelines due to career demands. Some people are concerned with their health and want to be able to dedicate more time to their well-being.
Read Article

Image for When should you consider a Roth Conversion?

When should you consider a Roth Conversion?

August 10, 2022 | David Edmisten, CFP®

Corporate employees who choose early retirement often have many questions on what strategies they can use to save on taxes in retirement. One strategy worth considering is converting funds in a Traditional/Rollover IRA to a Roth IRA, i.e. a Roth Conversion.
Read Article

Be the first to see our latest thoughts.


AS SEEN IN:
Logo for Yahoo FinanceLogo for CNNLogo for ForbesLogo for US NewsLogo for KiplingerLogo for WSJ