Our blog offers insights, strategies, and practical tips to help you achieve financial freedom—no matter your unique financial situation.
I’m not the main cook in our house (I give my wife full credit for putting amazing meals on the table every day!), but I do love to eat—and cook.
Social Security is often misunderstood or underestimated in retirement strategy. However, as financial professionals, we’ve seen how it can play a crucial role in our clients’ overall financial strategy, regardless
As you approach retirement, a critical aspect of your retirement strategy can catch even the most financially savvy individuals off guard: healthcare costs. For decades, you may have enjoyed employer-sponsored
If you think the United States has a retirement crisis, you are not alone. A recent survey found that 79% of working-age Americans believe the same thing. That percentage is
A few years ago, there were ads from financial services companies asking, “What’s your number?” The number was the money you needed to retire comfortably. This was an effective way
The Secure Act 2.0, pieces of which become effective in 2024, significantly alters the retirement planning landscape, especially for high-net-worth individuals. As a financial planner specializing in this clientele, I’m
Unfortunately, summer is coming to a close which means we are more than halfway through 2023. While you take the last moments to soak up the sun, now is also
After months of debate, Congress finally passed some major changes to retirement laws at the end of 2022.1 The Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 changes
This year has already given us a series of interesting (and often unfortunate) events so far. So far, we’ve had Australian brushfires, Kobe Bryant’s passing, a global lockdown to help
As a financial advisor, I spend much of my time helping people prepare for retirement. Starting as early in their careers as possible, we work together to figure out how
It happens every year: My husband, a school principal, is basking in the final days of a quiet, relaxing spring break and I hear him say, “I could get used
If you have access to a Health Savings Account (HSA), I have some great news: your HSA is, hands down, the king of all savings accounts, offering benefits that aren’t
Market Street offers wealth management with a fee-only structure to clients in the local Indianapolis area and throughout the US.
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