Whether you are close to enjoying or are already enjoying retirement, our firm focuses on income planning, social security maximization, and investment management to help you enjoy your hard-earned money through your retirement years. Our expertise in corporate pension and rollover facilitation will help assure that you make the transition to retirement as smooth as possible.
As entrepreneurs ourselves, we sit on the same side of the table and understand your concerns. Implementing effective employee benefit plans and tax minimization strategies are what we do for many businesses every day.
Navigating corporate benefits, managing your corporate retirement account, evaluating stock options, consolidating prior employer accounts, and staying on top of current market trends can be overwhelming. Our focus is to consolidate your financial condition to a clear, concise picture and implement a plan to your success.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Even low inflation rates over an extended period of time can impact your finances in retirement.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much you have the potential to earn during your working years.
Assess whether you are running “in the black” or “in the red” each month.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
There are a few things to consider when buying or leasing your next vehicle.
How will you weather the ups and downs of the business cycle?
How do the markets usually react to elections? Was the 2016 election any different?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
When should you take your Social Security benefit?
A bucket plan can help you be better prepared for a comfortable retirement.