When we refer to your retirement number, most people think about how much money they need to save to meet their retirement goals. Knowing a specific retirement number is nice; it can…
How to Calculate Your Retirement Number
Impact of Federal Government Changes Remain to be Seen
On Monday, Congress passed a three-week spending bill to end the government shutdown that kicked off late last week. Immigration debate was a central topic between Democrats and…
Could You Benefit from Making Qualified Charitable Distributions?
The beginning of a new year is a good time to plan charitable giving strategies for the upcoming year. Taking the time to do this kind of legacy planning now can maximize not only the…
What is a Trust, and Who Needs One?
Most people view trusts as something only necessary for the ultra-wealthy. But like a good whiskey, trusts don’t need to be just for the upper-income echelons. They can be a good,…
Taxes and Your Estate Plan
They say only two things are certain in life: death and taxes. Unfortunately, sometimes the two come hand in hand, especially if you haven’t planned ahead. Enter taxes – and your…
CASE STUDY: Funding College While Saving for Retirement
The Situation Sam and Bailey are married with three young children. The couple, who are both doctors in their mid-30s, live in Colorado which is one of the handful of states that offers a…
