August Is National “Make a Will” Month
A great annual reminder to review your will or create a will if you don’t have one already. Read more about the benefits of having a will and how to create one here.
5 Ways Business Owners Can Optimize Retirement Savings
As a business owner, you have the ability to pull certain levers to increase retirement savings while controlling tax consequences. By understanding how different qualified plans can deploy savings and tax strategies, you can optimize cash flow for your retirement future.
I Bonds Paying 9.62%… What’s The Catch?
Right now, I-bonds present an extremely attractive 9.6% rate of return. So, how come we never hear about I-bonds? Learn why I-bonds are currently popular, how to buy them, and whether your should in this snappy episode of the Dollar Wise Podcast.
Staying the Course through Volatile Markets
Turbulent times can bring turbulent markets. Many factors cause chaotic swings in the investing world including housing bubbles, political elections, international instability and as we have seen recently, a global health pandemic.
Retirement Strategy: Planning Your Retirement Lifestyle
A retirement lifestyle is more than just saving money; it's also deciding how you want to spend that extra time. Here's a look at what you want to consider.
Risk Management: Modern Portfolio & Behavioral Finance Theory
This article will help your clients understand modern portfolio theory and behavioral theory, and how this can help them understand their own investing styles better.
Estate Planning: Living Trusts
Living trusts are created with a clearly defined objective: to avoid probate. Misconceptions about living trusts have spread to the point where people think trusts can accomplish much more than they are designed to. But if you are worried about your will being contested or your heirs fighting over your assets, a revocable living trust may be your best option.
8 Step Summer Financial Checkup
If you find yourself with a bit of extra time on your hands in the upcoming months, you may want to use this time to check in with your family’s finances.
The Market Dropped. Let’s Talk About It.
Knowing the facts and historical perspective can be vital in remaining disciplined at times like these.
Medicare: Understanding Parts A, B, C, & D
Do you know the "A, B, Cs" of Medicare? Brush up on your Medicare basics to stay in control of your medical future.