Exploring the Power of a Deferred Sales Trust for Financial Flexibility
Corporate Retirement Plans articles
The new law expands savings opportunities and provides a new option for unused 529 plan balances.
2020 was without a doubt an interesting year. Despite all the challenges, the economy rebounded sharply. What does the future have in store for 2021?
Learn how much you can contribute in 2021 toward your retirement.
U.S. crude sold at -$37.63 a barrel on Monday, a historic drop below zero. How did we get to this point in the oil and gas industry?
You can’t control the stock markets nor stop COVID-19. Managing investments in the midst of the pandemic.
The SECURE Act eliminated a popular feature, the “Stretch IRA.” Learn how this will impact your estate planning and charitable contributions.
As COVID-19 grips the nation, the IRS delayed the deadline to file and pay federal income taxes. Read more.
Our offices are open and our services continue uninterrupted. Read more.
If you have an IRA heading into 2020, here’s what you need to know about the new tax law and how it may impact your retirement and estate planning.
Our Chief Investment Officer looks back at 2019. Stock returns were very strong, but the bond market forced investors to play the limbo game.
Make your end-of-year bonus increase your retirement readiness. Take a look at how much you can contribute in 2020 towards your retirement plan.
Making Sense of the Recent Yield Curve
We have served our clients with a fiduciary duty since our founding in 1981.
Understand the new tax law before untying the knot
Changing Political Climate Threatens Fiscal Conservative Species
Does anyone care about government spending and debt? And who will pay the bill?
Effective retirement planning involves being healthy. Learn how to protect your wealth and your health after you retire.
Social Security benefits are an important component to retirement planning. Here’s what you need to know about receiving Social Security on your spouse.
Financial exploitation and elder abuse continue to rise. How can you protect yourself and your lifetime savings? Read Lesa’s article.
It is important to invest in international stocks. Here’s why.
A Durable Power of Attorney is a super document. It allows a trusted representative to act in your place. Learn how a DPOA can help you.
Are you a small business owner or investor? Please meet Qualified Business Income (QBI) deduction.
Batman, the first comic strip trust fund baby, turns 80 today. What lessons can we draw from the Dark Knight?
Luckily, one day, Bob discovered that a beneficiary document his aunt signed could put her estate plan at risk of entering the troubled probate waters.
Easily find out how much you owe the IRS on income taxes, long-term investment capital gains taxes, or trust taxes. A printable cheat sheet to keep on your desk.
“Many jobs in the future aren’t even in existence today.” Are we unprepared for what’s coming? Read more.
Each day, Alzheimer’s or dementia patients are at a high risk of being financially exploited. Learn how to spot it and how to prevent it.
The oil and gas market has been a rollercoaster. Oil barrels reached the $75 price range then dropped again. What does 2019 hold for the energy industry?
It was a challenging year for investors. We wrapped up 2018 with a second 10% correction for the year. What’s driving investor anxiety and how does 2019 look like for the markets?
What You Need To Know Before Signing Up for Medical Coverage.
Maximize your charitable gifts while saving on Medicare, income taxes and Social Security. Learn how making contributions directly from your Individual Retirement Account (IRA) can be good for the nonprofit and for your pocket.
The Trump administration recently imposed steep tariffs on several countries, including China. In retaliation, China imposed tariffs on American products. This isn’t the first time the U.S. grapples with competitive tariffs, though. Learn more about our country’s history of tariff conflicts and the current conflict’s impact on our economy.
Most Americans don’t have enough saved for retirement. Is your nest eggs not where it should be? Are you not maxing out your 401(k) contributions? Don’t panic. There’s still time to catch up with a few strategies and enjoy financial peace of mind soon.
The cryptocurrency’s meteoric rise in 2017 had the investment community in awe. Today, the Bitcoin phenomenon has turned into a bloodbath. Investors’ confidence is gone. Read an interview with Senior Vice President Michael Abboud about Bitcoin’s rise and fall.
Congress recently passed the largest piece of tax reform legislation in more than three decades. The bill affects most taxpayers. One area is the ability to deduct charitable contributions. Vice President Emily Crain broke it down to what you need to know.
Along with getting married and having kids, retiring is one of the most serious decisions you will make in life. If you plan carefully, your retirement years can be filled with joy and financial independence. But the alternative can lead you to serious financial problems. Here are our top 5 retirement planning mistakes to avoid in order to achieve a successful retirement.
Planning for retirement involves balancing what you’re willing to set aside now with what you’ll pay in taxes while in retirement. Splitting your retirement savings between a traditional 401(k) and a Roth 401(k) — or IRA — is sound planning.
Deciding when to retire is a very important financial decision. Some choose to retire later in life.
How to Make a Roth Work for You
In Debi Combs article, Fees Matter, she explains the importance of knowing what fees are being charged in your 401(k) plan and how those fees can effect your bottom line at retirement.