Nobody wants to be a burden so smart seniors think ahead

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.

A step-by-step guide to show you how to prepare for and secure your first home loan.

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.

As you work toward retirement, there are 5 financial targets to address no later than your 50s.

Estate planning can help preserve your assets, ensure proper distribution of your property, and provide security for your loved ones.

Are you a HENRY? A HENRY makes good money but has yet to attain the goal of being rich.

Investors replace RMDs with a QCDs to make charitable contributions.

Does your savings account exceed FDIC insurance limits? Some are turning to the banking benefits of FICA protection.

Estate Planning is an essential part of your overall financial plan providing documentation of your wishes regarding various properties and assets.

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 and tips are now frequently imposed for goods and services.

As a Certified Financial Planner®, I help clients spend wisely on what they truly value.

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.

In preparation for your future-you, let me share some milestone dates of importance.

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.

An essential part of financial planning is the protection and coordination of all assets.

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?”

The recent bank closures are alarming. At times like this, money issues can accelerate emotions.