3 Critical Strategies to Fight Inflation when Planning for Retirement
You can’t escape inflation in today’s news. Rising prices are all around us. If you’re approaching or in retirement, that can be a big concern.
How to Prepare for a Recession if You’re Retired (or Close to it)
Most of us have lived through economic downturns before, and many remember the Great Recession’s impact. When you’re young, recessions can be difficult, but you
Considering a Roth Conversion During a Bear Market?
By Greg Lohr, MBA and Ethan Lohr, CFP® Think bear markets are all bad? Think again. While seeing your account value drop in an economic
How We Can Help Your Family Members or Neighbors
By Greg Lohr, MBA and Ethan Lohr, CFP® The first two years of this decade have been some of the most unpredictable years of our
Working Past Retirement Age: Unique Opportunities
By Greg Lohr, MBA and Ethan Lohr, CFP® People spend their whole lives working to finally retire and live out their golden years stress-free. But
How an In-Service Rollover Can Help
By Greg Lohr, MBA and Ethan Lohr, CFP® For many of us, a 401(k) plan is our single largest source of retirement savings and may
Financial Planning
Financial Planning Our financial planning services take a holistic view of your financial picture. Even though we specialize in retirement planning and retirement income planning,
Wealth Management
Wealth Management Wealth Management is the outcome and implementation of comprehensive financial planning. For many of our clients, their planning needs are focused on retirement planning
Generational Wealth
Generational Wealth Many clients reach the end of their life with a desire to leave a legacy. They want their hard work to position the
Wright’s Dairy Rite: A Staunton, VA Tradition Since 1948
The history of Wright’s Dairy Rite Wright’s Dairy Rite has been a staple in the Staunton, VA community for over 70 years. The restaurant was
3 Critical Strategies to Fight Inflation when Planning for Retirement
You can’t escape inflation in today’s news. Rising prices are all around us. If you’re approaching or in retirement, that can be a big concern.
How to Prepare for and Anticipate the Seasons of Retirement
Retirement is a major life change. It’s often considered one of the biggest periods of adjustment, both emotionally and financially. While you have spent decades
