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…
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
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…
There’s Still Time to Contribute to an IRA for 2021
Making a last-minute contribution to an IRA may help you reduce your 2021 tax bill. If you qualify, your traditional IRA contribution may be tax deductible. And if you had…
5 Reasons to Consult a Financial Planner on New Tax Legislation
5 Reasons to Consult a Financial Planner on New Tax Legislation The new tax legislation proposed will undoubtedly impact the tax responsibilities of those…
INFOGRAPHIC: 5 Facts about Retirement Savings
In general, workers seem to begin preparing for retirement almost as soon as they get their first job. However, according to the 2021 Retirement Confidence Survey by the Employee Benefit…
Five Financial Mistakes You Should Avoid
These simple steps might save you a great deal of money and heartache We all make mistakes, and through them, we learn. But when it comes to finances, it is…
Rising Inflation: Where Will It Go from Here?
Though all economists expect inflation numbers to rise in the near term, there are different views on the potential long-term effects. In March 2021, the Consumer Price Index for All…
A Retirement Income Roadmap for Women
It’s important for you to be involved in the retirement income planning process even if you’re married. While you may plan to be married forever, many women end up single…
Advanced Estate Planning Concepts for Women
As you plan your estate, it is important to consider the tax implications. This can range from planning for the income tax basis of your property, to the gift tax,…