7 Tips to Navigate Healthcare Over 65
As the world of health insurance evolves, the Annual Enrollment Period can be overwhelming and confusing. For those nearing age 65, it’s essential to understand the paths in and around…
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
Why Did Retirement Confidence Falter in 2023?
In its annual Retirement Confidence Survey of current workers and retirees, the Employee Benefit Research Institute found that workers’ confidence in their ability to fund retirement fell by the largest…
Five Things That Actually Get Better With Age
Yes, there are good things about being old, such as increased happiness, less stress, better marriages and deeper friendships. You seldom hear that: People tend to focus on the negatives…
Navigating the Current Mortgage Interest Rate Environment
The home mortgage is often the biggest transaction of a person’s life. In today’s dynamic economic landscape, mortgage interest rates play a significant role in shaping individuals’ financial plans. Whether…
Mothers and Money: How Three Generations of Women Approach Financial Planning
Financial planning is a vital aspect of life. Often, the financial lessons and advice passed down from generation to generation shape an individual’s approach to finances. In honor of Mother’s…
Succession and Retirement Planning for Entrepreneurs
Business Owners Must Stay Ahead of Daily Events and Keep the End in Mind Building a business is kind of like being a parent. You start with an infant enterprise…
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 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…