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…
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
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,…
Now is a Fantastic Time to Review Your IPS
An Investment Policy Statement is your guardrail to keep you on your path to retirement. When markets near high records, you wonder, “Is this a bubble?” When markets dive, you…
10 Tips To Help You Save More in 2021
It’s a new year (thank goodness) and the perfect time to renew healthy habits, including those in your financial life. If 2020 taught us anything, it’s the importance of planning…
Retirement Education
It’s never too early to start saving for your retirement – but it can be too late. Find out why you need to start saving for your retirement now in…
5 Things Every Woman Should Know About Social Security
Information provided by www.socialsecurity.gov There are many things a woman should know about Social Security. Here are five of the most important Social Security messages every woman should know. 1….
IRA and Retirement Plan Limits for 2021
Many IRA and retirement plan limits are indexed for inflation each year. While some of the limits remain unchanged for 2021, other key numbers have increased. IRA contribution limits The…
The Bull Is Back… Will It Keep Charging?
On August 18, 2020, the S&P 500 set a record high for the first time since COVID-19 ushered in a bear market on February 19. The cycle from peak to…
IRA and Retirement Plan Limits for 2020
IRA contribution limits The maximum amount you can contribute to a traditional IRA or a Roth IRA in 2020 is $6,000 (or 100% of your earned income, if less), unchanged…
IRS Clarifies COVID-19 Relief Measures for Retirement Savers
Retirees who took RMDs in 2020 have until August 31, 2020, to roll the money back into a qualified account. This rollover will not affect the one-rollover-per-year rule. The Coronavirus…