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Claiming Your Social Security Benefits Early: When It May Not Pay to Wait

Ryan Yamada, CFP®, Senior Wealth Planner We’ve all heard the conventional wisdom when it comes to claiming Social Security: you should wait as long as you can before claiming benefits. Wait right up to age 70, if possible. After all, that’s when you would get the greatest monthly benefit.

Which Medicare Plan Is Best for You?

Scott Budd, CFP® Senior Wealth Planner  Choosing the right Medicare plan is one of the most important decisions seniors are faced with. It’s also one of the most difficult. The health care system isn’t user-friendly to begin with. Stack all the Medicare options on top of that and you& …

Bucket Investment Strategy: Bucket #3 Is for Long-Term Growth

By Scott Keegan, Associate Wealth Advisor To wrap up my series on bucketing, I want to look at Bucket #3. To get a full picture of the bucketing system, check out our previous blogs on Bucket #1 and Bucket #2. The Bucketing System can be good framework for people who are in or nearing retir …

What Can Happen if You Don’t Plan: My Family’s Experience with Loss

By Jaymon Meikle, CFP®, Wealth Advisor One of my heroes is my Grandpa Meikle, who was an advisor himself and has been an important mentor my entire life. Another hero of mine is my Grandpa McKnight, or “Ray” to everyone else. Grandpa McKnight was a giant among men and was loved by many. He …
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8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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