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6 Tips on Estate Planning

Are you considering passing down your assets to the next generation? Explore effective strategies for transferring your wealth, initiate the estate-planning process, and discover how estate planning can potentially minimize your tax obligations. Read these tips below...

What is a Trust?

What Is A Trust? A trust is conventionally employed to reduce estate taxes and can provide additional advantages when incorporated into a carefully designed estate plan. A trust serves as a fiduciary arrangement empowering a third party, the trustee, to hold assets on...

Your Social Security Survivor Benefits

Losing a loved one can feel truly overwhelming. From paperwork to arrangements to finances, the to-do list can be daunting in an already vulnerable time. One of the things that can help ease families' financial burden when a loved one passes is understanding and...

Long-Term Care Coverage in Your Retirement

Having a long-term care policy can be a great way to pay for expensive long-term care costs. However, it’s important to carefully consider the tax implications associated with this decision. Travis Johnson, TRS financial planner and educator, helps us explore this...

Inheriting IRAs with Secure Act 2.0

In December 2019, Congress passed the Setting Every Community Up for Retirement Enhancement, otherwise known as the SECURE Act. This legislation seeks to simplify and broaden access to retirement savings for many Americans. Since its passage, the SECURE Act has...

The Electric Car Tax Break You Could Be Missing Out On

The most effective retirement planning involves keeping up with current legislation and using it mindfully to make the most of your savings and do the things you’ll enjoy most in retirement. For instance, a recent change provides a tax credit for new clean vehicles...

Elder Scams – Safeguarding Retirement Savings

  1. Educate Yourself: Knowledge is the first line of defense against elder scams. Take the time to educate yourself about common scam tactics targeting seniors. Understand how scammers manipulate emotions and use deception to gain access to your finances. By...

Different Ways To Clean Up Your Finances

  Small changes can make a big impact on your financial well-being. Here are some tips on how you can clean your finances this year. 1. Review your budget: identify areas where you can cut back. Look at your monthly expenses and see if there are any recurring...

Medicare Trap

  Retirement planning holds immense importance in effectively managing your finances. We understand the significance of guiding you through the potential challenges associated with Medicare. While Medicare offers valuable healthcare benefits, it is crucial to be...

Unraveling The Social Security Trap

  As a financial planner, one of the more common traps I see people falling into is the Social Security trap. Many retirees rely solely on their Social Security benefits for retirement income, unaware of the potential consequences. In this blog, we will explore...


Providing for family, spending time with grandkids, traveling. You shouldn’t be wasting your golden years worrying about electric bills or the balance of your checking account. We’ve helped hundreds of people retire confidently and we can’t wait to do the same for you.

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