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should I put a retirement plan in a special needs trust?

Special Needs

Should I Put a Retirement Plan in a Special Needs Trust?

The question is often asked: Should I put a retirement plan in a Special Needs Trust? Retirement plans often make up a significant portion of

David Fulton March 7, 2021

2020 Important Tax Numbers

Featured

2020 Important Tax Numbers

It’s tax time, so what’s new? Every year tax laws are created, income thresholds are updated due to inflation, and credits and deductions are renewed

David Fulton March 7, 2021

Avoiding Money Problems

Goal Setting

6 Money Problems Couples Can Avoid

All marriages face money problems from time to time. We should be reminded of the famous line: “Stop in the name of love before you

Skip Fleming, CFP® March 4, 2021

real financial planning

Featured

The Value of Real Financial Planning

Have you ever worked with a financial planner before? How was that experience? Hopefully, it was a good one. Even if you haven’t, you likely

David Fulton February 26, 2021

money mistakes

Financial Planning

The 10 most common money mistakes people are making

How confident are you that you’ve made all the right financial decisions? We often get asked what mistakes people are making so our clients can

David Fulton February 25, 2021

roth conversion

Investing

4 Important Considerations Before Making a Roth Conversion

While you may have chosen to save using a traditional IRA, you do have the option to switch to tax-free retirement income. Who should consider

David Fulton February 25, 2021

Rollover a tsp to an ira

Federal Employees

6 Great Reasons to Rollover a TSP to an IRA When You Retire

One of the most frequent questions asked by those leaving government service is what to do with their Thrift Savings Plan (TSP). The decision will

David Fulton February 25, 2021

Thrift Savings Plan

Featured

6 Reasons to Keep Your Thrift Savings Plan When You Retire

The decision to roll over your Thrift Savings Plan into another retirement account is a wholly personal matter but should be made only after analyzing

David Fulton February 25, 2021

investment policy statement

Investing

Investment Policy Statement Aligns your Investments with Your Values

Building an investment policy statement: Aligning your resources to your values Are you intentional with your saving and investing strategy? This question is relevant

David Fulton February 25, 2021

budget

Budgeting

Managing Your Money with Intention with a Budget

If you’re like most people, the idea of sticking to a budget has become an exercise in futility. Maybe you’ve never had a budget but

David Fulton February 25, 2021

Featured Posts:

What Issues Should I Consider When Reviewing My Estate Plan

reviewing my investments

What Issues Should I Consider When Reviewing My Investments?

2020 Important Tax Numbers

2020 Important Tax Numbers

real financial planning

The Value of Real Financial Planning

Thrift Savings Plan

6 Reasons to Keep Your Thrift Savings Plan When You Retire

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