Todd Perry, CFP, CIMA, CPWA

Are You On Track?

By Todd Perry, CFP, CIMA, CPWA / January 25, 2022

One of the most common questions from pre-retirees is, “Am I on track?” Many also wonder how they can confidently maintain their current lifestyle throughout retirement. But, with so many variables during this phase of life, such as income, social security, medical expenses, taxes, and inflation, how do you really know if you are “on track?”

Tax Planning in the Retirement ‘Gap’ Years

By Todd Perry, CFP, CIMA, CPWA / September 28, 2021

How do you efficiently withdraw a paycheck from your portfolio with various accounts and the tax treatment associated with them? While the question might seem simplistic on the surface, there are many moving parts to consider, such as current and future tax brackets, income sources, capital gains, and more. 

Uncover New 401(k) Opportunities

By Todd Perry, CFP, CIMA, CPWA / July 7, 2021

Open a 401(k) account, save pre-tax dollars into the plan, set on autopilot. These are the simple steps we usually encounter when working with investors […]

The K Bella Story: with Kristan Sayers

By EWM / June 18, 2021

Kristan Sayers shares her inspiring story of starting out as a hair assistant to owning and operating one of the most successful hair and beauty spas in the area. Her personal gratitude flows over in generosity to her staff and community.

People conversing at a table

Is a Financial Planner Worth the Expense?

By Todd Perry, CFP, CIMA, CPWA / June 14, 2021

It seems everywhere we look today, there is cost; mortgage payment, grocery bill (diapers, again?), car expenses, the streaming subscription and the list goes on. With more time being spent at home, we cannot forget the sticker shock that comes with any kind of home improvement project today! Which leads to the question of, “where can I cut costs” when reviewing your overall financial picture.