Our top priority is helping you take care of yourself and your family. We want you to have access to the latest information available regarding your accounts and what's happening with the financial markets. So keep checking in. We’re glad to have you reading along.
Celebrating 10 years with Samantha ! Samantha joined the team in 2013 as a Client Services associate assisting the advisors in the office with setting up appointments and preparing paperwork. In 2022 she completed all the training and...Read More
A lot of things are happening in our office this summer. Please follow our new Facebook page to stay up to date on current events at: https://www.facebook.com/Goodwealthfp and “LIKE” us!Don’t forget to visit our new...Read More
Hindsight is 20/20, but finding clarity in future uncertainty can be fuzzy. At LPL RESEARCH, as we look forward to the year 2020 and a new decade, some key trends and market signals will be important to watch, including progress on U.S...Read More
According to the U.S. Department of Health and Human Services, someone turning age 65 today has almost a 70% chance of needing some type of long-term care services and supports in their remaining years. Whether you or your spouse will...Read More
Americans are woefully unprepared for retirement. As survey after survey has shown, the average person is simply not saving enough to provide for a comfortable retirement. That’s why Congress is currently proposing reforms to...Read More
The federal estate tax exemption for 2019 is a whopping $11.4 million -- and twice that for a married couple. It is estimated that only 1,900 estates will be subject to the tax in 2018 -- less than 0.1% of the 2.7 million expected...Read More
One of the first steps in planning for retirement is to get an accurate read on just how much income you can expect to receive from Social Security. The exact amount of your Social Security benefit will depend upon your earnings...Read More