Millions of Americans make New Year’s resolutions every year. If you’re among them, don’t overlook the importance of taking stock of your investments before 2019 gives way to 2020. Here we discuss several possibilities for year-end investments which you may not have previously considered. Be Sure to Maximize Your Retirement Contributions The Internal Revenue Service […]
Consider These Investment Tips Before Year’s End Read More »
When you hire someone to change the oil in your car or remodel your house, you can see the impact of their work right away. If it’s not up to your standards, you can demand a refund or hire someone else. With a financial advisor, you might not realize the effects of following poor advice
Avoid These Missteps to Choose the Best Financial Advisor Read More »
Regardless of the official age you declare yourself retired, planning a retirement investment strategy is crucial. We offer five steps below to help you along in the process. Consider Your Current Age and Desired Retirement Age The younger you are and the more years you have to retirement, the higher degree of risk you can
Our Five-Step Retirement Investment Plan for Any Age Read More »
It’s no easy task to build a large savings account and accumulate other assets during your working years. As you near retirement, you would like to ensure that your hard-earned money goes to the people you choose and not to a government agency. However, this won’t just happen automatically. You need to engage in some
A Living Trust is an Estate Plan with Advantages Read More »
As a small business owner, it can seem like you are constantly in planning mode. Planning for the next quarter, advertising, acquiring new employees, and product procurement are just some of your many duties that require a focus on planning. With all that you already have to do, coming up with a contingency plan for
Ingredients of an Effective Contingency Plan Read More »
Most people know that they must set aside as much money as possible to draw on in retirement when they are no longer actively earning an income. While many employers offer a 401(k) retirement savings account and self-employed individuals can open an Individual Retirement Account (IRA), these options aren’t appropriate for everyone. Some people may
Retirement Savings Options Beyond the 401(k) or IRA Read More »
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