Latest articles by Julie Virta, CFP®, CFA, CTFA
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Year-End Financial Checklist: Prepare Now, and You’ll Have Time to Adjust
The sooner you figure out where you’re at, the sooner you can jump on making changes without stressing later.
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Planning to Retire in the Next 3-5 Years? What to Consider Today
retirement As you inch closer to retirement, here are three big-picture things you need to think through to be financially and emotionally prepared.
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Rising Health Care Costs and the Impact on Soon-to-Be Retirees
retirement planning The time to plan for your health care in retirement is years before you actually retire.
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Discussing Family Legacy Plans? 5 Tips to Navigate ‘the Talk’
estate planning A successful plan to pass wealth on to future generations takes effective communication delivered with a dose of sensitivity.
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4 Steps to Kickstart a Financial Plan in 2022
retirement planning The new year is a great time to dot the i’s and cross the t’s on your financial plan. Here are four areas that could use your attention right now.
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Tax-Efficient Tips for 2021’s Charitable Giving Season
Charity With only a few weeks left in the year, giving season is upon us. To make the most of your gift, consider one of these tax-smart strategies.
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4 Reasons Families Fail When Transferring Wealth
estate planning Several things can go wrong when a family tries to pass its wealth down to the next generation. To keep your own wealth transfer on track, keep these four common pitfalls in mind.
