The Best Gift from Gen 1 to Gen 2
Goering Center NewsletterJanuary 15, 2015by: Mackey McNeill He is 62, the first generation. She is 40, the second generation. They are ready to make the transition from Gen 1 to Gen 2. While the challenges are [...]
Claiming Social Security — Strategies for Married Couples
Deciding when to begin receiving Social Security benefits is a major financial issue for anyone approaching retirement because the age at which you apply for benefits will affect the amount you’ll receive. If you’re married, this [...]
Having Kids — The “Serious” Talk
This is a five part blog series focused on the financial aspects of having children. Specifically, the issues one should consider prior to bringing a child into a family. This is part one, The “Serious” Talk. [...]
Financial Planning — Helping You See the Big Picture
Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. [...]
Critical Tax Updates
We try to cover topics that are relevant and interesting to our clients, but sometimes we need to relay information that is very relevant, but not very interesting to people who don’t crunch numbers for a [...]
Schedule a “Plan Date” with Your Finances
Lets take a few minutes this month to discuss planning – or as we call it Prosperity Planning™. When we take a step back for a minute, it is quite astonishing to think of everything we [...]