Final Rulings on The SECURE Act for Inherited Accounts
On July 18, 2024, the IRS issued a final confirmation of the SECURE Act rules. Marianne Nolte, CFP® will walk inherited account owners through the tax sensitive changes.
Adulting toward First-time Homeownership
A step-by-step guide to show you how to prepare for and secure your first home loan.
Qualified Withdrawals in Retirement
At this point in your life, to supplement your lack of pay, you may be thinking about accessing some of the money you have in retirement accounts.
Marianne Nolte, CFP® Shares 5 Financial Pre-Retirement Targets
As you work toward retirement, there are 5 financial targets to address no later than your 50s.
Estate Planning: Family and Asset Protection
Estate planning can help preserve your assets, ensure proper distribution of your property, and provide security for your loved ones.
HENRY - is that you?
Are you a HENRY? A HENRY makes good money but has yet to attain the goal of being rich.
Replacing RMD with QCD
Investors replace RMDs with a QCDs to make charitable contributions.
FICA Protection for Excess Cash
Does your savings account exceed FDIC insurance limits? Some are turning to the banking benefits of FICA protection.
Adventure and Journey - Episode 4
Estate Planning is an essential part of your overall financial plan providing documentation of your wishes regarding various properties and assets.
Adventure and Journey - Episode 3
We sold our home in California so we could move to Arizona before our new house was even built. Let me share some home selling and buying tips I've experienced through this process.
Unexpected Fees on Goods and Services
Unexpected fees and tips are now frequently imposed for goods and services.
Adventure and Journey - Episode 2
As a Certified Financial Planner®, I help clients spend wisely on what they truly value.
An Adventure and Journey - Episode 1
With our 10-year plan for retirement on the horizon, my husband and I are pulling up stakes and moving to Lake Havasu City, Arizona.
Savvy Financial Milestone Reminders
In preparation for your future-you, let me share some milestone dates of importance.
Addressing Healthcare Costs Before Retirement
When planning for retirement, it is critical to think forward about the potential cost of healthcare. Healthcare costs can be staggering in retirement and careful consideration is key to successful retirement planning.
Homeowner Trust As Additionally Insured
An essential part of financial planning is the protection and coordination of all assets.
When Adult Child Asks For Money
When you see your adult child’s name come up on caller ID are your first thoughts, “oh no, how much is it going to cost me this time?”
Focus on What You Can Control
The recent bank closures are alarming. At times like this, money issues can accelerate emotions.
One-Click Shopping Online
Online shopping is so easy. It’s late in the evening. Maybe you have had a glass of wine (or two). Ladies, this is not the time to one-click shop. Retailers know your weakness. They have made it way too easy to shop frivolously with one-click shopping and free delivery.
The Purpose and Process of Financial Planning
The purpose of comprehensive financial planning is to help clients with the alignment of all of their resources and their goals. As a Certified Financial Planner™, my goal is to help clients understand and successfully manage their finances.