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Senior Finance Advisor

How to Financially Plan for Environmental Changes

Climate change is one of the most significant challenges facing humanity today. The costs of climate change are already being felt by…

Oct 21, 2022

How to Financially Plan for Environmental Changes

Oct 21, 2022

Get Ready for 2023 Open Enrollment

The Open Enrollment period is coming up and if you are near or at retirement age, you may be thinking about your options. Healthcare costs…

Oct 21, 2022

Get Ready for 2023 Open Enrollment

Oct 21, 2022

What Not to Include in Your Will | Senior Finance Advisor

As you get older, it is important to start thinking about your will. This document will dictate how your estate is distributed after you…

Mar 10, 2022

What Not to Include in Your Will | Senior Finance Advisor

Mar 10, 2022

2022 Tax Updates You Need to Know

Did you know that the tax code is updated every year? In 2022, there are several changes that taxpayers need to be aware of. For example…

Jan 27, 2022

2022 Tax Updates You Need to Know

Jan 27, 2022

Best Financial Resources for People with Disabilities

Living with a disability is hard in countless ways. Often, those who are disabled face economic insecurity due to an inability to work and…

Nov 30, 2021

Best Financial Resources for People with Disabilities

Nov 30, 2021

How to Stop Emotionally Spending

Emotional spending is the act of spending money on things that you don’t necessarily need, because the items or act of spending makes you…

May 20, 2021

How to Stop Emotionally Spending

May 20, 2021

4 Things to Look For in a Registered Investment Advisor

A Registered Investment Advisor (RIA) is a financial firm that provides their clients with best-in-class financial advice. They are…

Mar 25, 2021

4 Things to Look For in a Registered Investment Advisor

Mar 25, 2021

Why Pulling From Retirement Accounts Early Will Cost You In The Long Run

When money is tight, it can be tempting to want to pull out money from retirement accounts. When retirement seems far away and you need…

Mar 25, 2021

Why Pulling From Retirement Accounts Early Will Cost You In The Long Run

Mar 25, 2021

5 Steps to Help Get Out of Debt Before Retirement

Prioritizing saving overspending will help you get the retirement you’re after. But, what if you’re already in debt and are now planning…

Feb 23, 2021

5 Steps to Help Get Out of Debt Before Retirement

Feb 23, 2021

What Are the Distribution Rules for an Inherited IRA?

An inherited RIA requires you to take annual distributions no matter your age, but there are different rules depending on your…

Dec 2, 2020

What Are the Distribution Rules for an Inherited IRA?

Dec 2, 2020

Senior Finance Advisor

Senior Finance Advisor

Your retirement planning resource. We connect individuals, seniors, retirees and families to local investment and financial advisors. Call today: (888) 346–0211

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