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What Steps Should You Take to Retire Early?

April 1, 2021 By Chris Struckhoff

Retiring early was rarely talked about a few decades ago, yet the FIRE movement is all the rage these days. After all, those who pursue this early retirement strategy, which stands for “financial independence, retire early” like to blog about… Read More

Categories: Financial Planning, Retirement Planning Tags: fee-only financial planner, financial planner, FIRE, FIRE movement, long-term financial plan, Retire early, retirement, retirement planning

Getting Remarried After 50? Blended is the New Black

March 24, 2021 By Anne Marie Stott

At a time when young people are waiting later and later in life to marry, divorce rates among those age 50 and over have more than doubled since the 1990s. ‘Silver’ or ‘Gray’ divorces began to get more attention after… Read More

Categories: Financial Planning Tags: fee-only financial planner, finance, financial moves, financial planner, long-term financial plan, marriage, remarried, retirement, retirement planning, silver marriages

Why Portfolio Rebalancing is Important and How it Works

March 18, 2021 By Chris Struckhoff

Investment management is one of the key services we provide to our clients. Investments are the engine that provides the money to help clients meet their financial goals such as enjoying a comfortable retirement and funding a college education for… Read More

Categories: Financial Planning Tags: fee-only financial planner, finance, financial moves, financial planner, hire financial planner, investing, long-term financial plan, Portfolio, Portfolio Rebalancing, retirement, retirement planning, Target asset allocation, Tax Efficiency

5 Major Problems with the FIRE Movement, and What to Focus On Instead

February 10, 2021 By Chris Struckhoff

Thanks to recent coverage by major networks, most people have heard all about the FIRE movement by now. If not, you should know that FIRE stands for “financial independence, retire early,” and that the major tenets of the movement involve… Read More

Categories: Financial Planning Tags: finance, financial planner, FIRE, FIRE movement, long-term financial plan, Retire early, retirement, retirement planning

What Does a Biden Presidency Mean for Your Retirement?

January 28, 2021 By Chris Struckhoff

Regardless of who sits in the Oval Office, you have most of the power when it comes to your money. Tax rates will fluctuate over time, yet only you can monitor your spending and take the steps required to reach… Read More

Categories: Financial Planning Tags: fee-only financial planner, finance, financial moves, financial planner, hire financial planner, investing, Joe Biden, long-term financial plan, President Biden, retirement, retirement planning

How (and Why) to Roll Over Your Old 401(k)

January 20, 2021 By Chris Struckhoff

Generations ago, sticking with a single employer for your entire career was a common occurrence. In fact, most of us have a parent, a grandparent, or an aunt or uncle who worked in the same industry for decades before getting… Read More

Categories: Financial Planning Tags: 401(k) plan, 401(k) rollover, 401k, fee-only financial planner, finance, financial planner, hire financial planner, investing, long-term financial plan, retirement, retirement planning

Financial Moves Everyone (Yes, Everyone!) Should Make in 2021

January 6, 2021 By Chris Struckhoff

Many people think personal finance is complicated and stressful, so they put off the same important tasks year after year. The thing is, many of the principal financial decisions you’ll make are actually pretty cut and dry. Not only that,… Read More

Categories: Financial Planning Tags: fee-only financial planner, finance, financial moves, financial planner, hire financial planner, investing, long-term financial plan, retirement, retirement planning

Top 5 Things to Know About Required Minimum Distributions [INFOGRAPHIC]

December 10, 2020 By Chris Struckhoff

Top 5 Things to Know About Required Minimum Distributions

Required minimum distributions (RMDs) are distributions mandated from non-Roth retirement accounts by the IRS once you reach a specified age. In a sense, this is a way for the IRS to be “paid back” for the tax break you received… Read More

Categories: Financial Planning Tags: fee-only financial planner, finance, financial planner, hire financial planner, investing, long-term financial plan, Required Minimum Distributions, retirement, retirement planning, RMD

9 Questions You Must Ask When Hiring a Financial Advisor

December 3, 2020 By Chris Struckhoff

9 Questions You Must Ask When Hiring a Financial Advisor

Hiring a financial advisor can feel overwhelming, and that’s mostly because so much is at stake. After all, the strategy you use to invest and grow wealth can have a profound impact on your life now and later on.  Not… Read More

Categories: Financial Planning Tags: fee-only financial planner, finance, financial planner, hire financial planner, investing, long-term financial plan, retirement, retirement planning

6 Smart Money Moves to Make Now that the Election is Over

November 23, 2020 By Chris Struckhoff

Election season is always chaotic, but the Presidential election of 2020 may go down in history as one of the most surprising. Whatever side of the spectrum your politics fall on, it’s pretty safe to say you didn’t envision the… Read More

Categories: Financial Planning Tags: Boost Your Retirement Savings, Build Up Adequate Emergency Savings, Check Into Refinance Options, Check Your Insurance Coverage, Create a Long-Term Investment Plan, Election, Election season, Emergency Savings, fee-only financial planner, finance, financial planner, Foolproof Your Finances, Insurance Coverage, investing, long-term financial plan, Pay Down High Interest Debt, retirement, retirement planning, Tax Efficiency

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