How to raise financially savvy kids
…possible. One of the greatest gifts you can give your children is financial confidence. By helping them learn the basics and setting a good example, you can prepare them for…
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5 Pilgrimages to Add to Your Bucket List
…as many as 60 days to complete, features 88 intricate temples. The Camino de Santiago, also known as the “Way of St. James,” leads to the Cathedral of Santiago de…
5 Tax Considerations to Keep in Mind
…tax year 2020 could mean you are in a different tax bracket. Retirement savings. Newer legislation, like the CARES Act and the Setting Every Community Up for Retirement Enhancement (SECURE)…
What is lifestyle inflation and why does it matter?
…wisely. Income expansions come in many shapes and sizes. Whether you receive yearly raises, regular commissions and bonuses or an inheritance, a good rule of thumb is to take an…
SECURE Act: How It Will Affect You and the Beneficiaries of Your Retirement Accounts
…signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act). The SECURE Act, which is effective January 1, 2020. The Act is the most impactful legislation affecting retirement…
What to do When a Loved One Dies
…individuals over the years. Our firm uses a “team approach” to focus on retirement issues, estate planning needs and other various financial challenges. For a FREE consultation: Call (855) 904-REAP…
Read moreHow and when should you rebalance?
…common strategy is to rebalance annually. 2. Another is to rebalance as needed: If you’re approaching retirement, for example, you may want to adjust your asset allocation to reduce your…
Should you retire with your spouse?
…comes to money matters. Finance Strategies If your retirement nest egg could use some extra security, keeping one paycheck (especially if employer-sponsored benefits are part of the equation) can make…
Looking Ahead: What to Consider for 2021
Looking Ahead: What to Consider for 2021 From: REAP, LLC. | Retirement & Estate Advisors & Professionals At the start of a new year, it often feels natural to go…
Strategies for Managing Lifestyle Inflation
…in mind if you want to keep lifestyle inflation under control. Recognizing the Trend Lifestyle inflation is also known as lifestyle creep; it can sneak up on you. Some common…
