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Planning For Retirement

health savings
3 Reasons an HSA Should be Part of Your Retirement Plan

If you have a high-deductible health plan (HDHP), Health Savings Accounts (HSAs) help you save for medical expenses with multiple tax benefits, like pre-tax…

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agency accounts
Agency Accounts & Investing

If you’re like most Americans, you have a job, a family, and a life that takes up a good percentage of your time and energy throughout the week. You’re great at what…

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custodial accounts
Custodial Accounts Offer A Diverse Way to Transfer Wealth to Your Loved Ones

Families have choices when it comes to securing their savings for future generations. An option to consider is a Custodial Account. While most people are familiar with the idea of a Trust Fund…

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estate planning
Estate Planning Is More Than Minimizing Taxes

You might think of estate planning as simply putting away money to reduce your yearly taxes. In actuality, it is so much more than that. It is a crucial step…

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retirement savings
Four Tips for Tapping Into Your IRA’s Full Potential

To make the most of your IRA, you should invest the maximum amount allowable as early in the year as you can. An investment every January 1st, rather than

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online security
Get Creative with Passwords to Keep Accounts Secure

In honor of Cybersecurity Awareness Month (something we take very seriously all year long), we wanted to talk about an important topic that is the first line…

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bank signature
Get Started On Your Estate Plan: Essential Info & First Steps

Do you ever get that running loop in your head about end of life planning? You know you need to get started, but with an overwhelming list of “essentials” and a plethora of…

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tax contributions
Guide to Maxing Out Your 2020 Tax Contributions

With all of the turmoil in the U.S. economy right now, there are some critical money moves you should make to minimize your tax liability and maximize…

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medicare
Hang Up on Medicare Card Scams

Scammers follow the news – and the money. Medicare is sending new cards to everyone who gets Medicare benefits, replacing your Social Security…

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retirement planning
How to Handle Your Top Retirement Planning Concerns

While retirement can be an exciting time to enjoy the things you have always wanted to do, it can also be a complicated time for people. There is a lot of planning…

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elder fraud
How To Protect Yourself or a Loved On from Elder Fraud

In the age of technology, fraud seems to lurk around every corner—and our older generations tend to be particularly susceptible to the pitfalls. If you might be vulnerable to scam…

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IRAs
IRAs in all Varieties

It’s never too early to start thinking about retirement, but the issue most often at the forefront of that thought is retirement savings. How can you begin putting…

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estate planning
Navigating The Emotional Discussion About Estate Planning With Your Family

Money and death are the two most difficult topics for families to discuss, but avoiding these conversations can have devastating consequences. While it might be emotional…

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estate planning
Protect the Wealth You Plan to Transfer to Your Loved Ones

Families have choices when it comes to securing their savings for future generations. Trusts, for instance, are useful for the ongoing management and distribution of your assets…

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wealth manager
Three things you should consider when choosing a wealth manager

The wealth management industry is highly regulated with several agencies watching over it. However, as with any financial decision it is smart to be educated when selectin

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saving for retirement
Tips to Boost Your Retirement Savings

Determining exactly how much you need to save for retirement is no easy task. In order to make the perfect calculation, you would need to know your level of expenses during retirement, future tax rates…

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retirement plan
Variable expenses to account for in retirement

When planning for your retirement, it is smart to estimate your future monthly expenses. However, nailing this down may be easier said than done…

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retirement small business
Why Small Business Owners Need to Plan for Retirement

Most small business owners tend to invest extra wealth back into the business. Saving for retirement is a secondary thought after growing a business.

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estate planning
Why You Should Include Final Arrangements in Your Estate Planning

Planning your own final arrangements can save your family a lot of stress during a time of unimaginable grief. You also give yourself the peace of mind that you have taken…

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