Financial Planning

What Investors Should Focus On In 2023

2022 wasn't the worst year on record for stocks, but it was the worst simultaneous year in modern history for both stocks & bonds. U.S....

3 Critical Lessons For Market Declines

The following is adapted from Marlena Lee's recent article published by Dimensional Fund Advisors (DFA). While Aspen Leaf Wealth...

Be Careful Accelerating Debt Payoffs

"I want to pay off my house so I'm paying extra on my mortgage" the client beamingly states with confidence. Financial advisors get this...

3 Ways To Get More Out Of Your Roth IRA

Roth IRAs provide tax-free income in retirement. In general, the more money an investor can get inside a Roth IRA, the better. In order...

How The SECURE Act Affects Financial Planning

The new SECURE Act of December 2019 affects a majority of our clients. Click to read if you might feel the impact as well.

How A Health Savings Account Can Provide Massive Tax Value

HSAs are confusing, but many people qualify for these amazing accounts and their impressive tax benefits.

I Saved $80,000 In 3 Years. Here's How I Did It.

Read the things I did as well as avoided on my savings journey.

How A Reverse Mortgage Can Improve Cash Flow And Your Financial Plan

You might not have heard much about reverse mortgages outside of AARP or daytime tv commercials. They mostly fly under the radar for...