What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
Craig Korol CFP®, ChFC®, CLU®, CPFATM, Retirement Income Certified Professional® |
Monday, February 26, 2024
Regardless of the stage of life, your credit score is an essential component of your financial health when you're in retirement. A consistently strong credit score can pave the way for greater confidence, easy loan access, and lower...
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Craig Korol CFP®, ChFC®, CLU®, CPFATM, Retirement Income Certified Professional® |
Monday, February 26, 2024
Navigating these demands an adaptable approach to planning your finances As we kick off 2024, the world of retirement planning is undergoing a fairly significant transformation, as tax brackets, retirement contribution limits, estate...
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Craig Korol CFP®, ChFC®, CLU®, CPFATM, Retirement Income Certified Professional® |
Monday, February 26, 2024
Spring can be a fantastic time to refresh your retirement plan and savings habits. With 2023 bringing increased limits for 401(k)s, individual retirement accounts (IRAs), Health Savings Accounts (HSAs), and other tax-advantaged...
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Craig Korol CFP®, ChFC®, CLU®, CPFATM, Retirement Income Certified Professional® |
Monday, February 26, 2024
Approximately 60 million workers contribute to a 401(k)-retirement plan. A 401(k) is a tax-advantaged retirement savings plan companies offer employees and is funded through elective salary deferrals. There are several benefits to...
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Craig Korol CFP®, ChFC®, CLU®, CPFATM, Retirement Income Certified Professional® |
Monday, January 22, 2024
The federal income tax filing deadline isn’t until April. However, the start of tax season is nearly upon us. Here are some tips for navigating the tax filing process to help lessen some of the stress you may feel as Tax Day...
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