When it comes to retirement, there seems to be a never-ending checklist of tasks to complete in order to be prepared for this major milestone. You need to save enough…
Medicare Open Enrollment Starts On October 15th. What Do You Need To Know?
Tax Efficiency: 4 Strategies To Consider
Benjamin Franklin may have declared that “nothing is certain except death and taxes,” but that doesn’t mean it’s impossible to mitigate the toll taxes take on your financial plan. Through…
How Could Tax Changes Affect Your Financial Plan?
While next year’s tax season may seem far off, that doesn’t mean you should put all thought of taxes out of your head! The passing of President Trump’s Tax Cuts…
Tax Planning For Business Owners Under The New Tax Bill
The President signed the Tax Cuts and Jobs Act on December 22, 2017. For business owners, it has been the center of attention in Washington ever since. The problem is,…
We’re Never Too Busy To Help Someone You Care About
An advisor can play one of the most prominent roles in a person’s life, forming a long-lasting relationship and providing trusted counsel. It’s not surprising, then, that it can be…
The Top Five Financial Planning Challenges of Entrepreneurial Executives In the Healthcare And Technology Industries
As an executive, you’ve worked hard in your career to reach your current position. But for many, with career success comes little time to focus on financial planning. You’re not…
How Long Will Your Retirement Savings Last in Each of the 50 States?
Having a $1 million savings for retirement sounds like a lot, but how long will that amount really last? When you factor in inflation, increased housing costs, longer life expectancies,…
How Much Risk is in Your 401(k)?
We take risks everyday, whether we know it or not. We don’t usually think about risk until the unexpected happens and it’s too late to do anything about it. That’s…
How Does Your Retirement Savings Compare to Your Neighbors?
Imagine you are going to buy a house. How do you start the planning process? Do you only look at the houses your friends own? Do you look at the…
What is a Fiduciary and Why is it Important?
Have you ever read a financial article or blog post and put it down after reading the first paragraph because the terminology didn’t make sense? If so, you’re not alone….
