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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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 …
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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 …
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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 …
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 …
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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 …
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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 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 …
