by Alexis Grason | Dec 1, 2023 | Retirement Planning
How do you make your money last in retirement? This is by far, the biggest question pre-retirees have about retirement. Let’s face it, staring down 20-30 years of life without a paycheck can be anxiety provoking. To make your money last in retirement you need to have... by Alexis Grason | Aug 30, 2023 | Business Executives, Business Owners, Retirement Planning, Working Women
We’ve all seen those “o/s” shirts that are definitely NOT one-size-fits-all. Did you know that retirement planning suffers the same one-size-fits-all trope? In reality, retirement planning is one of the most unique journeys we go through in life. Read more to find out... by Alexis Grason | May 3, 2023 | Business Executives, Business Owners, Planning Process, Working Women
Listen, there is a “F” word you really need to know…and you can say it out loud without fear of children repeating! You need to check to see if your financial advisor is a fiduciary! Today’s word is “fiduciary”. You have probably already read this word in... by Alexis Grason | Jan 9, 2023 | Planning Process, Working Women
You know where your expertise ends and that “gray” zone of knowledge begins. These can be your blind spots OR you can choose to build out your personal team of experts. Why have a personal team of experts? Reliability that something is being done well Transfer of... 
by Alexis Grason | Dec 12, 2022 | Retirement Planning, Tax Planning
Written by Alexis Grason, CFP®, RICP® Leaves changing color and falling from trees, stores putting out holiday decorations, and the IRS releasing their annual updated numbers for 2023… It’s that time of year when the IRS releases adjustments to limits for the next...