by Suzanne Porske | Apr 29, 2026 | Uncategorized
Social Security decisions are often framed as a single question: “When should I start drawing benefits?” That question matters, but it can also be limiting. The better question is: how does Social Security fit into my overall retirement income strategy, including...
by Suzanne Porske | Feb 12, 2026 | Uncategorized
Key Takeaways Here are some questions this blog aims to answer: How can parents or grandparents help with a down payment for adult children? What are ways to gift a down payment, and how do the annual gift tax exclusion and lifetime estate exemption work? Should you...
by Suzanne Porske | Jan 14, 2026 | Uncategorized
Key Takeaways Treat tax strategy as a continuous process, not a once-a-year filing exercise. Coordinate with financial and tax professionals throughout the year to identify opportunities for efficiency. Review contribution limits, charitable rules, and estate...
by Suzanne Porske | Jan 14, 2026 | Uncategorized
Key Takeaways Emotions and biases might influence financial choices more often than most people realize. Behavioral patterns, such as loss aversion, familiarity bias, and herd mentality, can impact long-term results. Recognizing emotional triggers can help manage...
by Suzanne Porske | Nov 30, 2025 | Uncategorized
Key Takeaways and Suggestions for Successful Goal Setting Use SMART Goals for Clarity and FocusSet goals that are Specific, Measurable, Achievable, Relevant, and Time-bound. This proven method helps break big ambitions into manageable steps, keeps you focused,...
