Trust Planning Opportunity and the 65 Day Rule
65 Day Rule Benefit for Trustees and Their Beneficiaries March 5, 2020 is the last day to take…
The House Passes Spending Bill that Includes SECURE Act
On Tuesday, December 17, 2019, the House of Representatives passed a $1.4 trillion spending bill that included the…
Get a Company 401(k) Plan Review
It is safe to say that we now live in the “fiduciary era” when talking about company 401(k)…
Financial Planning for Millennials Looking to Meet Accounting and Wealth Management Goals
Millennials aren’t looking for an allowance anymore — we’re looking to get started with financial planning, accounting, and…
What is the Appropriate Asset Allocation for Your Investment Portfolio?
According to many studies published over the past 25 years, a significant portion of investment returns are determined…
IRA Contribution Rules, Eligibility, and Limitations
In an era where pensions are few and far between, and future Social Security benefits are in question,…
Health Savings Account (HSA) – Advantages & Disadvantages
Health Savings Accounts, commonly referred to as HSAs, are a lot like personal savings accounts except the money…
When Should I Switch from Managing My Own Investments to Utilizing the Services of a Financial Advisor?
Not every investor feels like they need a professional financial advisor. Many investors feel that they have the…
Avoid Medicare Premiums with Retirement Planning Strategies
When planning for their clients’ retirement, most financial advisors tell their clients to utilize 401(k) accounts and IRAs…