Financial, Investment and Estate Planning Blog

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 ...

There are lots of positives to adulthood. You make your own money, you make your own rules, and you make your own decisions. But with that freedom comes responsibility too, and some are harder than others. Particularly difficult is the obligation of what's known as "the sandwich generation," or people who are caring for aging parents and children s...

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...

 Social Security's been a fact of retirement life ever since it was established in 1935. We all think we know how it works, but how much do you really know? Here are nine things that might surprise you. The Social Security trust fund is huge. It was $2.8 trillion at the end of 2021.1Most workers are eligible for Social Security benefits, but n...