Recent Articles
The Benefits of a Living Inheritance
September 7, 2022The Benefits of a Living Inheritance Creating a gifting strategy to donate assets to non-profits or causes that are meaningful is... Read More
Gen X and Money: Five Things That Set This Generation Apart
September 2, 2022Gen X and Money: Five Things That Set This Generation Apart This generation's refusal to be categorized earned them the "X"... Read More
Spousal IRA: A Strategy for Tax-Advantaged Saving
August 30, 2022Spousal IRA: A Strategy for Tax-Advantaged Saving If you and your spouse both have access to an employer-sponsored 401(k) plan, retirement... Read More
Monetize Your Practice by Adding a Cash Balance Plan
August 29, 2022Monetize Your Practice by Adding a Cash Balance Plan If you already have a 401(k) plan for your practice, you’ve seen... Read More
Small Business Retirement Plans— SIMPLE, SEP-IRA and SOLO 401(k)
August 24, 2022Small Business Retirement Plans— SIMPLE, SEP-IRA and SOLO 401(k) Small companies shouldn’t forgo retirement savings just because a 401(k) plan can... Read More
Value Your Business Like It’s Your Retirement Plan, Because it Is
August 24, 2022Value Your Business Like It’s Your Retirement Plan, Because it Is Building a successful business can take decades. While working to... Read More
Mistakes are Expensive: A New Generation Embraces Financial Planning
August 17, 2022Mistakes are Expensive: A New Generation Embraces Financial Planning Financial planning has evolved beyond investing assets. The old model limited comprehensive... Read More
Turning the Bear Market into a Goldilocks Moment
August 16, 2022Turning the Bear Market into a Goldilocks Moment Asset prices are significantly down from recent highs. The bear market is here,... Read More
Tax Planning at the Mid-Stage of Your Career
August 15, 2022Tax Planning at the Mid-Stage of Your Career Financial planning that focuses on your goals and helps you achieve flexibility in... Read More
The Trade-Offs: Starting a Small Business
August 9, 2022The Trade-Offs: Starting a Small Business If there’s one thing that 2020 & 2021 taught us, it’s that people of all... Read More