Ultimately, retirement planning should be tailored to individual goals, factoring in spending patterns, taxes, healthcare needs, and longevity. This is where we come in to customize your retirement plan to what you find valuable and how you want to spend your retirement years.

Avoid four costly estate planning mistakes that could undermine your intentions. From failing to review your plan to misaligned legal documents, these common missteps can create major issues for your loved ones. Learn how to structure an effective estate plan with these essential tips.

Death and taxes, as we all know, are the inevitabilities in life. We spend a lot of time and energy avoiding the former and almost as much mental capital trying to prevent the latter. But should we? As unpleasant as they are, taxes are born out of a successful endeavor where we earned or won money in some form. That being said, you should still be “tax-aware” with your finances to minimize the drag that taxes have on your bottom line. After all, we don’t want to line Uncle Sam’s pockets unnecessarily.

The decision to claim Social Security is multifaceted and should be made with careful consideration of your individual circumstances, financial needs, and long-term retirement goals. We are here to help walk you through that process.