Pension Payout Options
When you think of retirement, you probably envision the enjoyable ways you will spend your free time. But, you may also want to give some thought to receiving your funds…
Retirement Planning
We utilize a personalized approach to retirement planning that incorporates income distribution planning, investment management, Social Security planning, health care planning, long-term care planning, estate planning and risk management. We draw on the extensive experience of our financial professionals to help create a clear, actionable road map in planning your retirement.
- Planning for Retirement and Social Security
- Fundamentals of Defined Benefit Plans
- Fundamentals of Defined Contribution Plans
- Fundamentals of 401(k) Plans
- Traditional, Roth, and Simples IRAs
- 403(b) Plans and Other Plan Issues
- Retirement Plan Distributions
- Deferred Compensation and Stock Plans
- Employee Group Benefits
Retirement Legislation Awaits Further Action
Legislation that could benefit people with individual retirement accounts (IRAs) and workplace retirement plans is currently moving through Congress. The Securing a Strong Retirement Act of 2022 has passed almost…
Don’t Get Rid of Dividend-Paying Stocks Just Yet
“Money makes money. And the money that money makes, makes money.” Since the beginning of the year, economists and pundits seem united in the belief that economic growth will…
Did you inherit an IRA? What you need to know about new IRS rules for your financial plan
Did you inherit an IRA? What you need to know about new IRS rules for your financial plan If you recently inherited an IRA or stand to, this is for…
IRS Releases 2023 Key Numbers for Health Savings Accounts
The IRS has released the 2023 key tax numbers for health savings accounts (HSAs) and high-deductible health plans (HDHPs). The IRS has released the 2023 contribution limits for health savings…
The Health of Social Security: Some Good News and Some Bad News
The Health of Social Security: Some Good News and Some Bad News With approximately 94% of American workers covered by Social Security and 65 million people currently receiving benefits, keeping…
4 Questions If You’re Thinking About Retiring to Punta Gorda
4 questions to ask if you’re thinking about retiring to Punta Gorda Is Punta Gorda a good place to retire? If retirement is on your mind, Realtor.com recently ranked Punta…
How Grandparents Can Help Grandchildren with College Costs
Paying the college Tuition payments made directly to a college aren’t considered taxable gifts, no matter how large the payment. But this is true only for tuition, not room and…
What Should You Do as Markets Flirt with Bears?
The standard definition of a bear market is when major U.S. stock indices, such as the S&P 500, drop by 20% or more from their peak. And 5+ months into…
Managing Bond Risks When Interest Rates Rise
After dropping the benchmark federal funds rate to a rock-bottom range of 0%–0.25% early in the pandemic, the Federal Open Market Committee has begun raising the rate toward more typical…