by Craig Moser on October 11, 2019
There’s a saying that “Failing to plan is planning to fail.” When certain life-changing events happen, it’s so important that we create a plan, or adjust your existing one. This is the single best way to ensure you keep moving […]
Continue Readingby Craig Moser on September 13, 2019
Having a strategy to generate income you can’t outlive can give you peace of mind. To help defend your future against inflation, market ups and downs, unexpected expenses, and longevity, I encourage you to build a diversified income plan. Funding […]
Continue Readingby Craig Moser on July 19, 2019
Let’s face it, you know all of your financial information, or at least who to contact to get it. But do you share that information with your family? If not, I suggest creating a roadmap to locate important financial information. […]
Continue Readingby Craig Moser on June 21, 2019
These days, planning for retirement isn’t just a luxury. It’s a necessity. Retirement has become too complex to just pick a day to stop showing up for work. You have to factor in savings, expenses, taxes, and other spending. And […]
Continue Readingby Craig Moser on June 7, 2019
A revocable living trust is a unique way to own property today and transfer it to the beneficiary you choose at the time of death. It’s an estate planning tool that doubles as an effective financial planning tool. Here are […]
Continue Readingby Craig Moser on May 10, 2019
At age 70 1/2, you begin taking Required Minimum Distributions (RMDs), from your IRA or qualified plan. To determine the amount, divide your account balance on December 31 of the previous year (adjusted for outstanding rollovers and transfers) by your […]
Continue Readingby Craig Moser on April 12, 2019
Do you remember learning the six “W” questions in grade school? They are: Who, What, When, Where, Why and How. You probably remember these, but do you know the Six W Questions Retirement? Answering these questions help you determine the […]
Continue Readingby Craig Moser on February 26, 2019
Roth IRAs offer a unique trade-off. You pay taxes now on money contributed or converted to a Roth IRA. In exchange, your future earnings and withdrawals are tax-free. However, there are rules that must be followed. Because we don’t want you […]
Continue Readingby Craig Moser on December 28, 2018
I’m often asked “How much money should I save for retirement?” Well, your journey toward retirement has twists and turns unique to you. Likewise, your retirement goals are probably different from mine and that of your neighbors’. Although there isn’t […]
Continue Readingby Craig Moser on November 30, 2018
I frequently see people losing money to taxes. Usually it’s because they don’t consider (or understand) the impact different types of investments have on taxes. The trade-off of getting tax efficient is accepting short-term costs for long-term benefits. Below are […]
Continue ReadingKickstart your retirement plan by requesting our complimentary MORE toolkit today.
Here's what you'll get:
Customized Social Security Benefit Summary
to help maximize the payments you are entitled to
Financial Organizer
to summarize all aspects of your financial affairs
Portfolio Evaluation
showing how your investments have performed historically and the fees that you are paying
