Financial Planning – Helping You See the Big Picture

Reaching Retirement: Now What?

You’ve worked hard your whole life anticipating the day you could finally retire. Congratulations — that day has arrived! But with it comes the realization that you’ll need to carefully manage your assets to give them lasting potential. Review your...
Financial Planning – Helping You See the Big Picture

How Do Tax Rates Work?

Tax brackets are separated into ranges of income and the more income you make the higher the tax rate. When you need to know what marginal tax rate or tax bracket you are in, it refers to the rate at which your next dollar of income will be taxed. See the chart below...
Financial Planning – Helping You See the Big Picture

Payments on Federal Student Loans Still On Pause

Payments on Federal Student Loans Still On Pause On December 22nd, 2021, the U.S. Department of Education announced an extension of the pause on federal student loan payments. The payment moratorium, currently in effect for millions of federal student loan borrowers,...