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Wealth

What to do in a down market?

MARKET DOWNTURNS ARE INEVITABLE. HERE’S WHY STAYING THE COURSE MATTERS "History provides a crucial insight regarding market crises: They are inevitable, painful and ultimately surmountable." ~Shelby M.C. Davis, founder and former…

Deena WatsonJune 16, 2022

Investments Risk

Risk Management: Asset Allocation

Whether your retirement is years away or right around the corner, your investment portfolio should be designed with your financial goals in mind. It needs to be forward-thinking enough to…

Deena WatsonMay 9, 2022

Wealth

6 Steps to Determine Your Retirement Readiness

Much of the confusion of retirement planning has to do with folks not understanding that it's more than simply saving. Good planning involves actionable steps to visualize getting from now…

Deena WatsonMarch 15, 2022

Investments Risk

Could Inflation Affect Your Retirement Plans?

Could Inflation Affect Your Retirement Plans? By Allen Neuenschwander, CPA, CFP® and Michael Neuenschwander, CPA, CFP® Retirees are often aware of the detrimental effects of inflation on their retirement savings. As…

Deena WatsonJanuary 27, 2022

Wealth

Designing Your Fiscal House To Weather The Elements

DESIGNING YOUR FISCAL HOUSE TO WEATHER THE ELEMENTS By Allen Neuenschwander, CPA, CFP® and Michael Neuenschwander, CPA, CFP®Building a strong, sustainable retirement income portfolio is a lot like building a weather-resistant…

Frank DambraJanuary 27, 2022

Taxes

Tax Strategies For Retirement: Buckets Create Tax Choices

Tax Strategies For Retirement: Buckets Create Tax Choices By Allen Neuenschwander, CPA, CFP® and Michael Neuenschwander, CPA, CFP® Federal Appeals Court Judge Billings Learned Hand was a judge and judicial philosopher…

Frank DambraJanuary 27, 2022

Income

Strategies To Optimize Your Social Security Benefits

Strategies To Optimize Your Social Security Benefits By Allen Neuenschwander, CPA, CFP® and Michael Neuenschwander, CPA, CFP® Social Security benefits are an important piece of your retirement puzzle, and deciding when…

Frank DambraJanuary 27, 2022

Investments

Stress-Test Your Retirement

Stress-Test Your Retirement By Allen Neuenschwander, CPA, CFP® and Michael Neuenschwander, CPA, CFP® In the good ole days, when your car was on the fritz, your mechanic needed trained eyes and…

Frank DambraJanuary 27, 2022

Women

Top Financial Fears That Affect Women

Top Financial Fears That Affect Women Financial fears can paralyze anyone from making a decision about money, but for many women, money matters are particularly terrifying. In fact, according to…

Frank DambraJanuary 27, 2022

Wealth

The Pros and Cons of Early Retirement Plan Rollovers

The Pros and Cons of Early Retirement Plan Rollovers To start, some basics. Distributions from 401(k) plans and most other employer-sponsored retirement plans are taxed as ordinary income, and if…

Frank DambraDecember 10, 2021

What to do in a down market?

Risk Management: Asset Allocation

6 Steps to Determine Your Retirement Readiness

Could Inflation Affect Your Retirement Plans?

Designing Your Fiscal House To Weather The Elements

Tax Strategies For Retirement: Buckets Create Tax Choices

Strategies To Optimize Your Social Security Benefits

Stress-Test Your Retirement

Top Financial Fears That Affect Women

The Pros and Cons of Early Retirement Plan Rollovers

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