Douglas W Kenoyer, CFP CLTC

05/28/2023

Planning can turn dreams into realities. Let’s talk about what’s most important to you and set up financial goals to help you achieve them.

05/27/2023

Planning an early retirement? Let’s discuss when you should take Social Security benefits.

Planning an early retirement? When to take Social Security benefits requires weighing more than just your retirement date.

05/26/2023

In retirement, the house where you raised your kids may no longer fit your needs or your budget. Consider these seven common living arrangements for seniors.

Take a look at all the most common living arrangements available to retirees.

05/25/2023

How can you retire more comfortably and confidently during a challenging market? One option to consider is leveraging a bucket strategy, which segments your assets into three, time-focused categories. Let’s discuss if this option makes sense for you and your goals.

05/24/2023

What excites you most about the years after work? When it comes to achieving a fulfilling retirement, having a clear vision of what you want is just as important as the financial strategy behind it. We can help you optimize your retirement income to help support your retirement lifestyle goals.

7 questions to help you envision your ideal retirement lifestyle.

05/23/2023

Market volatility is a natural part of investing. Together, we can navigate short-term needs while staying focused on your long-term goals.

05/22/2023

A recent change to U.S. law will give parents, grandparents and students more flexibility over unused 529 assets. We can help determine how your family can take advantage of this new opportunity.

Americans can transfer excess funds in 529 plans to Roth IRAs starting in 2024. Here is what you need to know to take advantage of this new opportunity.

05/13/2023

Does your retirement plan rely on a continued paycheck? Working deep into your retirement years may not be a realistic plan. Let’s connect to discuss your options.

A retirement plan that relies on your paycheck may expose you to the worst of financial surprises. Seniors often retire earlier than they would like.

05/11/2023

Are you maximizing your 401(k) plan’s potential? Here are 7 questions that investors — especially those early in their career — should ask themselves when evaluating their employer-sponsored plan.

For many investors, 401(k) plans are the cornerstone of their retirement income strategy.

05/10/2023

What are your greatest financial fears? A recent survey showed that when it comes to retirement, many people worry about unexpected expenses, taxes, healthcare costs, and more. Let’s talk about how we can help.

05/09/2023

While you can't predict the future, you can help prepare for it. We'll create a contingency plan together that helps protects you from unexpected financial events and retirement surprises.

Unexpected life events can have an impact on your financial goals.

05/08/2023

A new study from Ameriprise Financial shows the impact adult children continue to have on their parents’ finances. 78% of millennials have received significant financial help from family. Before you give or request money from a relative, let’s discuss the potential impacts.

A new Ameriprise survey about millennials shows that is a question that may continue to come up during planning conversations.