By Justin Pritchard, CFP® As you plan for retirement, you need to know what resources you have available. Your assets and future income sources will create your retirement income, so it makes sense …
How Much Income Do You Need in Retirement?
Start with the end in mind. By Justin Pritchard, CFP® One of the most critical steps in retirement planning is figuring out how much income you want in retirement. How much will you spend each …
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SRI: Invest in a World You Can Be Proud Of
By Justin Pritchard, CFP® Want to do some good with your money? Socially responsible investing (SRI) allows you to make an impact with your savings—and avoid putting money into some of the world’s …
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HSAs For Retirement: A Savings Booster Shot
By Justin Pritchard, CFP® If you’re serious about saving for retirement and minimizing taxes, Health Savings Accounts (HSAs) may be able to help you with those goals. Although HSAs are primarily …
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Retirement Plan Options When You’re Self-Employed
By Justin Pritchard, CFP® When you’re self-employed, you’re the boss, the key employee, and the Employee Benefits department. That means you’re responsible for the company retirement plan—along …
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Summer Check Up
As we get into summer, the year is almost half over. This is a good time to check in on your finances and evaluate how things have gone during the first half of the year. If any changes are in order, …
