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Feb 14, 2020

It’s probably the most asked question to any financial advisor, “how much money do I need? Is there a magic number?” First, everyone’s situation is different so everyone’s “magic number” will be different. There is no one standard that says once you have saved "X" amount of money you can retire. You...


Feb 7, 2020

Why is it so important for you to pay attention to this new Secure Act? Plus, did you know your kids retirement could depend on decisions you make today for your retirement?  Steve explains why planning for retirement is 25% numbers and 75% emotions and much more!  

 

Retirement Fun Facts from The Motley Fool:

  • 47%...


Jan 22, 2020

Steve shares family memories of the lessons he learned from his Grandmother and the values he learned growing up that he applies to his work today. Steve talks about how life can throw you curves but as long as you have plan in place, you have that plan B available and you are able to tweak your current plan.  Is it...


Jan 22, 2020

Fun fact about Steve Hoyl – he’s a cat lover! Steve shares the simple lessons he learned from his furry friend, Sir Louis Vuitton, the transitions of life, and how preparing and planning your retirement is a team effort.  At the end of the day, when it comes to planning your retirement, its 25% numbers and 75%...


Jan 21, 2020

In December of 2019, President Trump signed the new Secure Act into law.  The biggest change we are looking at involves stretch IRA’s and some of these changes could impact you and your taxes. Rules, regulations and laws change all the time in the financial world, it’s important to speak with someone who is on...