High-Income Earners May Have Trouble Saving For Retirement: Your Guide to Overcoming Some Surprising Roadblocks

You know preparing and saving early is key to reaching your retirement goals—but as someone who makes six figures or more, you might have encountered some roadblocks. High-income earners face several financial hurdles when it comes to preparing for retirement, as their income can actually limit them from utilizing certain tax-advantaged retirement savings strategies. If… Read More High-Income Earners May Have Trouble Saving For Retirement: Your Guide to Overcoming Some Surprising Roadblocks

April 5, 2024April 5, 2024 Keith-WeissLeave a comment

Common Estate Planning Mistakes to Avoid

One of the major problems that occur with preparing for one’s passing and financial distribution is that people frequently leave the matter to the very last minute and then make rushed decisions with bad information. This can cause common mistakes to occur that could be avoided with proper preparation. Every financial professional will be quick… Read More Common Estate Planning Mistakes to Avoid

April 5, 2024April 6, 2024 Keith-WeissLeave a comment

What is a 1031 Exchange?

If you want to add investment real estate to your diversified portfolio, you’re going to want to know what a 1031 Exchange is. While the rules and regulations for this tactic can get complicated, understanding the basic concepts will help you decide if this strategy is right for you. Let’s look at what a 1031… Read More What is a 1031 Exchange?

April 5, 2024April 5, 2024 Keith-WeissLeave a comment

Estate Planning for Executives

As an executive, it’s likely that you’re feeling pressure to put together an estate plan. Because of the unique way you may be compensated as an executive, there are details to identify that not everyone else needs to focus on. Your accumulation of assets is more than likely in a variety of contexts, including real… Read More Estate Planning for Executives

April 5, 2024April 5, 2024 Keith-WeissLeave a comment

Your 2024 Tax Season To-Do List

Tax season is officially here. If you haven’t already done so, now is the time to get prepared. Whether you meet with a tax professional or prepare your taxes yourself, proper planning helps the processes go more smoothly and may reduce the risk of costly errors. Check out the tips below and prepare to tackle… Read More Your 2024 Tax Season To-Do List

March 28, 2024April 5, 2024 Keith-WeissLeave a comment

SECURE Act 2.0: An Overview

In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement. The law is called SECURE 2.0, and it’s a follow-up to the Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in 2019.… Read More SECURE Act 2.0: An Overview

September 18, 2023September 18, 2023 Keith-WeissLeave a comment

2023 Financial Planning: Your Key To-Do List for the New Year

Are you prepared for 2023? From soaring inflation and rising interest rates to the ongoing effects of the pandemic and war in Ukraine, we can expect the economic landscape to remain predictably unpredictable for the foreseeable future. And Mr. Market doesn’t like it when it’s foggy. While there’s not much we can do to influence the… Read More 2023 Financial Planning: Your Key To-Do List for the New Year

December 20, 2022April 5, 2024 Keith-WeissLeave a comment

The Financial Planning Process

THE PROCESS OF WORKING WITH A CFP® PROFESSIONAL The first step in a financial planning engagement is to do a thorough review to assess where you stand and then work with you to develop your personal financial goals. From there, together we make a plan designed to reach your financial goals, guide you through it… Read More The Financial Planning Process

August 10, 2022August 10, 2022 Keith-WeissLeave a comment