Head into the new year with a good idea of where you’ve been and where you want to go with this planning checklist! Have I maxed out my retirement contributions? […]
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Author Archives: Statera Team
IRS Unveils Adjusted Tax Brackets and Retirement Limits for 2024
IRS Unveils Adjusted Tax Brackets and Retirement Limits for 2024 Statera Team The Internal Revenue Service has recently updated the tax brackets, standard deductions, and limits on retirement contributions for […]
3 Key Questions to Answer Before Taking Social Security
3 Key Questions to Answer Before Taking Social Security Statera Team Social Security is a critical component of the retirement financial strategy for many Americans, so before you begin taking […]
Having a Plan B
Having a Plan B Written by: Tony Christensen, CFP®, CHFC®, Founding Partner my family and I spent a weekend in Kanab to see the Balloon Festival and visit the surrounding […]
Dispelling Three Major Myths about Social Security Benefits
As Social Security remains a vital source of retirement income for millions of Americans, misconceptions about this program persist. As Social Security remains a vital source of retirement income for […]
If you don’t know where you’re going, it doesn’t matter which way you go!
Only with a destination in mind can you choose the correct path. Written by: Tony Christensen, CFP®, CHFC®, Founding Partner I recently embarked on an adventure to the California coast […]
How to Choose a Financial Advisor
7 Fundamental Questions to Answer When Searching for your Perfect Fit Written by: David Harris, CHFC®, FOUNDING PARTNER In today’s financial world there are so many choices and so much […]
Avoid Triple Bogeys
Avoid Triple Bogeys Written by: Tony Christensen, CFP®, CHFC®, Founding Partner For those of you that play golf, I’m sure you can relate. When I first started playing golf, I […]