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Blog

Row of townhomes
Joel Mathews | Mar 17, 2021

Selling Your Home After Retirement: The Benefits of Downsizing

Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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Joel Mathews | Feb 24, 2021

Should You Retire at the Same Time As Your Spouse?

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the

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Joel Mathews | Feb 17, 2021

Infographic: 6 Easy Organization Tips to Take Time off of Taxes

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Resources:

  1. https://blog.mint.com/how-to/how-to-organize-your-tax-records-and-receipts-0214/
  2. http://money.howstuffworks.com/personal-finance/personal-income
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Happy couple sitting in a park with their dog
Joel Mathews | Feb 10, 2021

Financial Management for Couples: When a Spender and a Saver Fall in Love

Relationships can be filled with tricky financial situations. Here are some tips on navigating money management as a team.
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Joel Mathews | Feb 3, 2021

Financial Planning in Your 30s: The 3 Goals Every 30-Something Year Old Should Have

30 is a divisive number. To the young, it’s the time when you’re thrust into full blown adulthood, whether you’re ready or not. To the young at heart, 30 may be

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Joel Mathews | Jan 27, 2021

The Basics of Paycheck Protection Program Loans: Round Two

The year 2020 was unprecedented for so many reasons—all because of the COVID-19 pandemic. Many suffered from job losses, had to juggle childcare while working

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Joel Mathews | Jan 20, 2021

Infographic: What's Your Risk Management Plan?

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*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal

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Group of students studying.
Joel Mathews | Jan 13, 2021

Why Young People Still Need Financial Professionals

It’s that time again - the end of a fiscal year and that means tax season is just around the corner. With each passing filing it seems as though young

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Hand holding a house key
Joel Mathews | Jan 6, 2021

Is a Reverse Mortgage a Smart Path to Extra Retirement Cash Flow?

If you’re over the age of 62 and in need of some extra cash flow in your retirement, you may be considering a reverse mortgage. Borrowing money from your home
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Row of classic cars.
Joel Mathews | Dec 30, 2020

Is Your Classic/Collector Car Underinsured?

In the wake of hurricanes Harvey and Irma, two of the worst storms to make landfall in the U.S., the fate of thousands of homeowners is still up in the air. So

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Male stretching on patio.
Joel Mathews | Dec 23, 2020

Get In shape - Financial Fitness 101

We’re all familiar with fitness fanatics, raving about life changing workouts guaranteed to get you into tip top shape. While there is a new fitness craze in

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Happy elderly couple holding yellow flowers
Joel Mathews | Dec 16, 2020

Should You Retire at the Same Time As Your Spouse?

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the

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224.269.0009

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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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