Articles

Annuities are a polarizing topic in the retirement community. You’ve heard the warnings from friends and media and you’ve probably heard the promises of high returns. Who can you believe? We dig deeper to pull back the curtain.

As summer quickly approaches we all see the increased ads for getting that summer body bathing suit ready.  Now, the target for these ads of course is to sell diet programs, gym memberships, and appeal to the psychology of self-image to make you act now!  What if I told you there is a financial advantage to maintaining a healthy physique?

As the cost of a college education continues to climb, many grandparents are stepping in to help. Helping to pay for a grandchild’s college education can bring great personal satisfaction and is a smart way to pass on wealth without having to pay gift and estate taxes. So what are some ways to accomplish this goal?

Tax planning for small-to-medium sized businesses is crucial, but often underutilized. We show business owners how to leverage tax planning opportunities to pay for their retirement.

The Tax Cuts and Jobs Act legislation was signed into law on December 22, 2017. The Act makes extensive changes that affect both individuals and businesses. Some key provisions of the Act are discussed below.

If you are like most investors then you probably have a long position in the stock market. Your portfolio goes up and down with the market. Your investment returns are relative to stock market returns. How can you protect your portfolio?

Exchange-traded funds (ETFs) have become increasingly popular since they were introduced in the United States in the mid-1990s. Their tax efficiencies and relatively low investing costs have attracted investors who like the idea of combining the diversification of mutual funds with the trading flexibility of stocks.

There are many myths surrounding Social Security. We breakdown a few below so you have a better understanding of what it means to you. If you want more information please visit our page on Social Security planning.

When investing for retirement, you’re likely to hear a lot of well-meaning guidance from family, friends, and others offering advice–even the media. The following are several general retirement investing rules and related points to consider.

If you’ve lost your job, or are changing jobs, you may be wondering what to do with your 401(k) plan account. You may even have an old 401(k) with a previous employer, either way It’s important to understand your options.