Less exciting than a rare Portland snowstorm, yet more rewarding than shoveling a walkway, IRS tax and limit adjustments arrive in their own kind of…
Lyndsi Stender, CFP®
Whether she’s helping clients pay off debt, buy a house, or comfortably retire, Lyndsi Stender, CFP®, leaves no stone unturned when researching tax-efficient strategies for success. For writing inspiration, she turns to The New York Times journalist David Leonhardt and economist Justin Wolfers.
As December days dwindle, it’s time to wrap up financial planning tasks for the year. Less onerous than a day of shopping at a crowded…
Have you sent a child off to college this fall? Certain legal documents can help you protect your student if something unexpected happens while they’re away. Gain peace of mind with our tips on documents to tuck away at home.
It’s a simple question: How much can I withdraw from my portfolio each year and not run out of money? For decades, experts agreed 4% was the rule of thumb. However, updated models allow for more flexibility. Find out how we seek to make your nest egg last.