Maintaining a Healthy Financial Mindset

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

You’ve worked hard to build a safety net and plan carefully for the future, but that doesn’t mean your preparations are set in stone. As we’ve learned over the last few months, things can change when you least expect them to.

By cultivating a healthy approach to uncertainty and your finances in general, you can continue to make the…

Ideas for Effective Charitable Giving

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

Maybe you’re in a position to pitch in and make a difference, but you’re wondering about the best ways to do so.

A smart giving strategy may not only provide greater resources for worthy causes, but also possibly lower your tax bill.

If you’re thinking about your favorite local businesses, your employees, or your community at large, here are a…

What to Know About New Retirement Rules

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

Are you familiar with the new provisions about retirement accounts from the SECURE Act and coronavirus relief bill?

Some of these changes may affect how you make retirement decisions in the coming weeks and months.

These new rules don’t apply to everyone and it’s important to reach out to discuss your situation before making any big changes, but…

Estate Planning Details to Keep in Mind

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

What does your estate plan look like?

If your plan is incomplete, the government will provide one for you. But most people want to make their own decisions about who will inherit their home, investments and bank accounts, not to mention take care of their pets and minor children.

If you want to follow the best practices for…

4 Planning Approaches to Keep in Mind

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

You probably know more about your finances than the average person, but it never hurts to revisit a few key ideas as you continue to plan for your best future.

After all, understanding retirement and estate planning basics can help you and your family stay on track and ask the right questions when needed.

Take a look and…

What to Know About Passive Income

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

If you’re looking to boost your earnings, build your legacy or want a complement to your long-term savings, building passive income might be a goal to consider.

An extra source of income can make retirement a little sweeter, and it may also help you get to the point of retirement a few years or months earlier.

Want to know…

5 Retirement Mistakes to Avoid

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

Planning for retirement is an ongoing process. No matter how much you have saved or where you are in your journey, it’s a good idea to regularly check in with your plan and stay informed.

And even if you feel confident about your current strategy, it can help to review these common saving and spending mistakes.

Take a look, and…

How to Manage Your Key Digital Assets

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

The average American has thousands of dollars worth of digital assets — this includes things like cryptocurrency accounts, sensitive personnel files and even irreplaceable items like family photos.

Many of us don’t have a plan for managing this information and keeping it secure, however.

Want to get organized and make life easier for you and your family? Here…

Are you prepared for tax season?

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

Believe it or not, it’ll be time to start thinking about doing your taxes soon (if you haven’t already begun).

Whether you already have a plan in place or know you need to make some adjustments this year, it’s a good idea to check in with a few basics.

As always, reach out if you need some assistance. For…

Ideas for Safeguarding Your Wealth in 2020

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

You’ve worked hard to earn what’s yours. Thoughtful decisions and smart planning have helped you find financial stability, and now it’s time to go the extra mile to ensure your assets will stay secure for years to come.

You probably already have a good start, but make sure you’re keeping these five steps in mind if you…