Do I Maximize Retirement Savings or Access?

Financial planning can become overwhelming when you’re aiming to maximize your retirement savings while juggling various accounts and tax implications. One of our clients found herself in just such a situation.  She wanted to maximize her 401(k) contributions and contribute to a Traditional IRA. However, her 401(k) coverage meant she would receive no tax deduction…

Are You Spending Your Feelings?

You might have heard the term “eating your feelings,” especially during COVID when we were stuck at home and there wasn’t much else for us to do. I would posit that there are some people who instead SPEND their feelings. When you’re stressed, do you tend to shop? No judgment – this is totally normal.…