Tax Planning for Retirement: Topics for Your Next Tax Meeting
As we move into tax season and everyone starts scheduling their annual sit-down with their advisors, tax planning for retirement needs to be part of the conversation. That’s true even for workers who are […]
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While Estate Planning, Don’t Forget About Insurance Planning
A well-crafted estate plan helps you prepare for any number of possibilities—just like insurance does. In addition to having conversations around things like health care proxies and distributing property, individuals should be talking to […]
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When Is the Best Time To Claim Social Security Benefits?
“When should I claim Social Security?” is one of the top retirement planning questions that clients have for their financial advisors. It’s absolutely a big decision, and what’s right for one person won’t necessarily […]
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Preparing for Social Security: What You Need to Know Now
About 180 million American workers are covered by Social Security, and an estimated 65 million people receive Social Security benefits every month. Social Security can be a lifeline for retired and disabled people who […]
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FAFSA Changes Starting 2022-2023 School Year Will Save Time
Parents start worrying about how to pay for college from the moment their kids are born. Considering a four-year education at a private school generally tops $100,000, it’s a legitimate concern. Even parents who […]
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Social Security and Taxes: What Taxpayers Should Know Today
Opening your first paycheck and being dismayed by the amount is a rite of passage for young workers. FICA taxes sure can take a big bite out of your earnings. It’s not much comfort […]
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Discussing Finances with your Spouse or Partner
As children we are often taught that talking about money is rude. You don’t ask someone how much money they have, how much they earn or how much they paid for things. Even though […]
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What You Need to Know Cryptocurrency (and Taxes) Before Investing
If you could time-travel back to mid-2011 and buy 100 bitcoin for about $1 apiece, your investment would be worth tens of millions of dollars in 2021. Cryptocurrency has had a meteoric rise over […]
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The Biggest Mistakes Parents Make When Setting Up a Trust
For parents, nothing is more important than knowing your kids are safe—whether they’re 4 years old or 40. You can’t protect them from everything, but establishing a trust does allow you to move a […]
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How the SECURE Act 2.0 May Change Employer Retirement Plans
There’s been an overwhelming amount of news to keep up with over the last few years. So if you haven’t been tracking the progress of legislation affecting employer retirement plans (or listening to our […]
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