Convergent Financial Strategies LLC

02/15/2023

Charitable Giving: How Your Gift Gives Back in Tax Deductions

02/08/2023

5 Year-End Tax Planning Opportunities

01/31/2023

Financial FAQs

From retirement savings to living abroad, here are some of our commonly asked questions.

01/24/2023

What does "Wealth" Mean to You?

A clear understanding of what wealth looks like to you may help you build a financial strategy.

01/17/2023

It's Never Too Late to Save for Retirement

If you’re in your 50s and haven’t done much to save for retirement, you still have time.

01/10/2023

Paws and Effect - The annual cost of pet ownership and how to reduce costs

There’s a good reason there’s an estimated 74 to 96 million owned cats and 70 to 80 million dogs in the U.S. With wagging tails, slobbery kisses, and little whiskers that make for adorable Instagrams, pets give us that warm, cuddly feeling inside. They are part of our families and some of our be...

01/03/2023

Preparing for an Early or Unexpected Retirement

More Americans are retiring earlier than you might think Planning for retirement is without a doubt a long-term project that takes years of saving and adjusting to prepare for successfully. It certainly isn’t a fix it and forget it endeavor. But no matter how well you prepare or how diligently you...

12/27/2022

What are the Benefits of Saving Early?

For many Americans, the art of saving is something that they have yet to master. This is especially true for those who have just entered the workforce or have gotten their first good-paying job. The mantra of these young professional men and women is often to want to spend instead of saving, and it....

12/20/2022

Creating an Investment Philosophy

A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.

12/13/2022

Personal Liability Protection

One of the least understood forms of protection is personal liability insurance; and with its capacity to form an extensive umbrella of financial protection for a low cost, it can also be the most overlooked. Most people don’t consider it because they think they have plenty of liability coverage i...

12/06/2022

Debt and Retirement: Can You Handle Both?

If you’re struggling to save for retirement because of debt, it’s never too late to start.

11/29/2022

Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings

Your thirties are a great time to start working on some larger financial goals. Here are some ideas.