529s, SECURE Act 2.0, and a New Backdoor Roth IRA Opportunity
529 college savings plans are one of the most popular ways to save for...
529s, SECURE Act 2.0, and a New Backdoor Roth IRA Opportunity
Retirement Planning
Turn Long-Term Care Expenses into Tax-Free Income
Turn Long-Term Care Expenses into Tax-Free Income
No one looks forward to exorbitant long-term care expense, but it can create an opportunity to save thousands in taxes – a strategy that most walk right past.
Market Declines: What We Can Learn from History
Market Declines: What We Can Learn from History
Despite the gloom brought by each downturn, history shows us that declines are part of the market cycle and they have always bounced back. Does this mean you’re stuck just riding it out without a plan? You certainly don’t have to be! Here are three ways to plan for market declines.
How Much Do You Need to Retire?
How Much Do You Need to Retire?
Are you starting to think about making the transition to retirement?...
How Much Will Healthcare Cost in Retirement?
How Much Will Healthcare Cost in Retirement?
You’ve dreamed big, planned carefully, invested well, and you’re ready...
I’m retired…why has my portfolio been so volatile?
I’m retired…why has my portfolio been so volatile?
The headlines have recently been full of news about inflation, high...
The Best Day of the Year to Invest
The Best Day of the Year to Invest
If you have a lump sum of money sitting in the bank, you might find...
A $400,000 Tax Deduction? Meet the Cash Balance Plan!
A $400,000 Tax Deduction? Meet the Cash Balance Plan!
A cash balance retirement plan offers many small businesses substantial tax deductions...is it right for you?
6 Tips for Better Financial Conversations with Aging Parents
6 Tips for Better Financial Conversations with Aging Parents
If you worry about aging parents, you’re not alone. Worldwide, the...
Understanding Retirement Income – Where Does Your Paycheck Come From?
Understanding Retirement Income – Where Does Your Paycheck Come From?
Where will my paycheck come from when I’m retired? If you’re about to...
How Much of Your Social Security Income is Taxable?
How Much of Your Social Security Income is Taxable?
Is my social security taxable? How much will I pay? Is there anything I can do? These are very common questions when thinking about your retirement income plan. Here's what you need to know.
Stock Market Corrections are Buying Opportunities
Stock Market Corrections are Buying Opportunities
When it comes to investing, you always want to plan ahead for how to handle market declines. Here are three reasons to stay the course when volatility strikes.
Success Story – Help Your Beneficiary Reduce Taxes on an Inherited IRA
Success Story – Help Your Beneficiary Reduce Taxes on an Inherited IRA
Patty and Steve want to leave a $1 million IRA to support their daughter with steady income but are worried about loss to taxes. Learn how they can use creative estate planning to reduce taxes and increase their impact.
2022 Contribution Limits for 401(k)s, IRAs and More
2022 Contribution Limits for 401(k)s, IRAs and More
2021 retirement plan contributions have been released and, while the majority of limits are unchanged, there are a few updates to note. Here’s a summary!
3 Biggest Risks Facing Your Investment Plan
3 Biggest Risks Facing Your Investment Plan
When thinking of investment risk, market risk is just one type of risk to address. What else should you consider? Here are three risks you should account for in your investment plan.