Most discussions of retirement income planning focus on what investments to make in order to achieve a desired annual income. But let’s take a step […]
Retirement Income Planning
Blog
Preparing for 401(k) Open Enrollment
Retirement financial planning can be complicated, balancing investment options with tax strategies and personal goals. So even though the 401(k) open enrollment period for most companies is near […]
Your Retirement and Longevity
We all hope for a long, healthy life but often fail to consider that in our retirement financial planning. Life expectancies are significantly longer than […]
The CARES Act and Your Retirement
The $2.2 trillion Coronavirus Aid, Relief, and Economic Security (CARES) was passed in March of 2020. It’s intended to help businesses and individuals financially hit by […]
Is a Roth 401(k) an Option for You?
The Roth option to traditional 401(k) retirement accounts was first available in 2006. Since then more and more employers are offing the popular addition to retirement […]
Maintaining a Good Credit Rating
Debt isn’t always bad. It give you the flexibility to take advantage of opportunities, to move ahead faster. And there are some important purchases you simply […]
Reducing Credit Card Debt
Americans have a staggering amount of credit card debt, often a result of coping with stagnant wages and rising costs. And let’s face it buying stuff […]
How to Maximize Tax Returns: 5 Secrets to Boosting Your Tax Return This Year
Tax season can be stressful since there’s a lot of work to be done and paperwork to go through. However, once you get a refund […]
Why Tax Planning Is Important For Businesses
Tax planning is crucial for the small or medium-sized business looking to mitigate the liabilities and risks that accompany their business transactions. This is especially […]