Financial, Investment and Estate Planning Blog

Knowing how to capitalize on important financial decisions during these crucial pre-retirement years can make a huge impact on your prosperity and comfort later in life. And although clients don't always look forward to being another year older, there are some financial benefits to doing so. Once you turn 50, you may have several opportunities to s...

We all look forward to the day when we can finally call it a career! Time to kick back, relax, and collect our carefully planned and hard-earned retirement savings. But rushing into withdrawing your retirement funds without the best distribution method can prove costly. When you retire, some employers require the distribution of your 401(k) funds a...

As a successful business owner, you already know that offering an employee retirement plan is beneficial. But, did you know it's really important to review and evaluate your plan on a regular basis?Consistently reevaluating your employer-sponsored retirement plan is important for several reasons. Not only does it ensure compliance with federal regu...

As an employer, you have a unique opportunity to help not only with your employees' professional development, but with their personal journeys as well.For example, Employer-Sponsored Retirement Plans are about so much more than just helping your employees save for retirement. As a business owner, when you offer a retirement savings plan to your emp...

As a small business owner, you're always looking to attract and retain top talent. Offering a retirement plan is an excellent way to provide employees with a competitive benefits package while helping them save for the future. You know that planning for retirement is essential, but finding the right plan for your business can be be daunting, given ...

No one likes paying taxes, but most of us realize it's a necessary and important part of a functioning society. When we pay our taxes, we do our part.That said, there are ways to ensure you're not paying more than your fair share. A key component of that calculation is your adjusted gross income (AGI), the figure used to determine how much tax you ...

The new year is an opportunity for new beginnings – including setting new goals! Whether big or small, setting resolutions can help create a path to greater happiness and freedom. Here's the thing – setting and keeping resolutions isn't one size fits all, so this year, try a different approach to keep those resolutions! SMARTSMART goals are Specifi...

In the wake of the pandemic, more than half of all Americans could end up struggling financially in retirement.A lot of that has to do with recent market volatility both domestic and international. Over the last ten years we've seen the market break records over and over. However, that cycle has changed, and many losses have already occurred. For s...