I’ve seen a lot of people who wait until retirement is near to start planning for their next phase. In some cases, it’s almost too late and it’s usually because they did not avoid one or all of the mistakes I’m about to outline below. Luckily, there are even last-minute steps that we can take to help you retire when you want. However, it may require a move from your lifelong home that you love or to stop spending on the things you are accustomed to having in your life. Who wants that? Let’s avoid that.

Awkwarddddd, am I right? This may be one of those uncomfortable conversations that is so important to have. It’s so much better to have these discussions with your parents well ahead while they are healthy, both mentally and physically. The problem is, oftentimes, children wait for the unfortunate circumstances of disability or death to occur before reaching out to their parent’s trusted professionals. Or even worse, they don’t know who those people are, and it takes them months to dig up some sort of phone number. Talk about awkward and stressful.

In December of 2016, I set off to start my own independent practice under the Pinnacle Private Wealth family. The goal was to move to Pinnacle, provide the best advice for my client’s individual situations without corporate pressures or influence, and eventually succeed senior management...

Here's what you need to know about the most common type of pension plan self-employed individuals use is a SEP, or SEP IRA.

Along with risk tolerance, your age should be a large deciding factor in what and how much you decide to invest in.

Statistically speaking, the younger you are, the more unprepared for unexpected death or incapacitation you’re likely to be. If you’re setting up a living trust, avoid these five common mistakes to help you and your trustees benefit from the full advantages this document has to offer.