Retirement is the pie-in-the-sky goal which many of us prioritize. It's a milestone transition from a working life to hopefully one of relaxation and fulfillment of lifelong dreams. Knowing if you are financially ready to retire can be tough. Here are 4 questions to ask yourself to help get you started.
The end of 2019 brought changes to 529 plans that may open new strategic opportunities for you. Here's what you should know.
The CARES Act creates temporary special rules that change the impacts of loans and withdrawals from retirement plans, including the Thrift Savings Plan (TSP). On May 15th, TSP has issued guidance about what is specifically available for TSP participants. Here's what you need to know.
There is no magic bean to become a millionaire. Instead, it is a slow, deliberate and rewarding process. Here are 3 steps to get you headed in the right direction.
Whether a buyout offer is right for you depends on your unique situation. If you receive a buyout offer, there are some important questions to consider before you make your decision.
As Florida's economy starts to re-open, follow the rules, focus on your health, and go out of your way to help our local Jacksonville businesses. Here are some ways to support our local shops and restaurants.
The potential benefits of the CARES Act go much further than the most widely known benefit of the stimulus money being deposited into your account. The CARES Act includes financial planning changes that can help you. Here are two of the changes that I believe have the largest impact for clients that I work with.
Let’s be honest. Between running our kids around to soccer practice, making dinner, and tackling that mountain of laundry, sometimes lessons we need to be teaching our children take a backseat. National Teach Children to Save Day on April 24, 2020, give us that gentle reminder to focus on one of those lessons that so often get lost in the shuffle: financial literacy for our children. Fortunately, there are simple and practical ways to incorporate savings lessons into our daily lives.