Wealth Management News & Updates

Estate Planning: The Essential Instruments
Estate Planning, Health Care Proxy, Financial Life Planning, Retirement Adrienne Ross Estate Planning, Health Care Proxy, Financial Life Planning, Retirement Adrienne Ross

Estate Planning: The Essential Instruments

Estate planning isn’t just for the wealthy or elderly—it’s for everyone who wants a say in what happens to their health, family, and finances. This post breaks down the 3 essential documents every adult should have: a will, a health care proxy, and a durable power of attorney. Protect your wishes and the people you love.

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The Million Dollar TSP
Financial Planning, Financial Life Planning, Tax Planning, Retirement Income Plan, Estate Planning Guest User Financial Planning, Financial Life Planning, Tax Planning, Retirement Income Plan, Estate Planning Guest User

The Million Dollar TSP

Are you approaching or reached a million dollars in your employer retirement account?  Congratulations!  More than likely, your retirement goal is now funded.  If the entire account is allocated to pretax retirement savings, it’s time to speak with an advisor to do some tax planning.  There are several strategies that can be utilized to reduce the income taxes you will pay over your lifetime. 

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