KYLE POWERS, CFP®, MBA, AIF
READ OUR PUBLICATIONS
We send monthly newsletters to our clients, colleagues, and interested parties.
Year-End Action Items for Investors 2024
As we approach the final weeks of 2024, there is still time for investors to make important year-end financial adjustments to position for a strong financial finish to 2024. Our annual year-end action items provide ideas and reminders to make the most of your financial plan.
End-of-Year Action Items for Investors for 2023
As the end of 2023 approaches, there is still time to make impactful decisions to position your savings strategy for success. Taking a few important steps in December can help to maximize your goals for 2023 and ensure that you’re entering the New Year ready to make the most of your financial plan.
End-of-Year Action Items for Investors
As we enter the final month of 2022, your calendar is likely filled with holiday parties, work deadlines, and family commitments. Many of us also carve out time for strategic planning for the year ahead. However, there are some planning items that expire with the start of the New Year and others...
How to Determine Your Ideal 401(k) Asset Allocation
There are three major factors that impact your retirement goals: how much money you save, how long you save, and the rate of return on those savings. Quite often, investors focus on their short-term rate of return, which is the factor over which they typically have the least control. In fact,...
What Should You Do with Those Old Retirement Accounts?
You’ve worked hard over the years and diligently contributed to your workplace retirement account. You focused on the right things, like proper asset allocation, receiving the full employer match and deferring enough from each paycheck to reach your retirement goals. After all, you’re not planning...
Planning for Retirement in the COVID-19 Age
This article was originally published within the Savannah Morning News, found HERE.
Traditional vs. Roth IRA: Which Option is Best for You?
You’ve been working hard and earning income for years, hopefully saving a portion of your earnings for retirement. With most pensions having gone away, retirement savings accounts like an Individual Retirement Account (IRA) are going to be your safeguard or reserve to generate retirement income....
Understanding SECURE Act Changes
Each new calendar year brings about changes in our savings and retirement planning efforts, and 2020 is no exception. With the December 2019 signing of the Setting Every Community Up for Retirement Enhancement (SECURE) Act, Congress set out “to make significant progress in fixing our nation’s...