Retirement Planning

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  • Dec 12 2018
    roth ira
    Retirement Planning: Roth IRAs vs. Traditional IRAs

    When you start thinking about retirement, it’s important to carefully consider the type of IRA you choose to open. Read why we recomend Roth IRAs.

  • Dec 3 2018
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    10 Things to Know About Qualified Charitable Distributions in 2018

    Want to save on taxes by making qualified charitable distributions (QCDs)? Here are 10 things to keep in mind as you plan out these complicated donations.

  • Nov 27 2018
    Not All Income Is Equal Because of Taxes: 3 Types of Income

    Income from investments can come in many forms. Read about the various categories and typical sources of income from a tax perspective.

  • Nov 16 2018
    person using a calculator to determine tax and charitable giving allocation
    Gifting Remains a Viable Strategy to Limit Taxes

    Charitable giving is a great way to save on taxes--even under the new Trump administration tax laws. Here are 3 great examples.

  • Nov 7 2018
    keys on a wooden table with a house keychain
    Should You Pay off Your Mortgage? A Difficult Decision.

    It's usually best to pay off your mortgage before retirement. That said, we don't live in a perfect world. Read our thoughts on the best course of action!

  • Nov 1 2018
    older couple enjoying retirement and a glass of white wine
    Retirement Planning Strategies: 7 Year-End Mistakes to Avoid

    Some of the biggest oversight’s advisors make involve IRAs and retirement planning. Protect your clients and add these seven strategies to your checklist.

  • Oct 10 2018
    stack of will and ira papers
    Where’s the Beneficiary Form…?

    Inherited IRAs are one of the biggest issues advisors deal with. Read these case studies to understand the importance of updating IRA beneficiary forms.

  • Aug 22 2018
    brand new car (BMW)
    5 Ways to Mess Up Your Retirement: Buy a Brand New Car!

    Don't mess up your retirement with an impulsive purchase. Read how buying a brand-new car could actually hurt your future plans.

  • Jul 25 2018
    blond women sitting on a bench starting at the sky
    Ladies, Would You Like to Have an Extra $100k in Retirement?

    Choices you make about retirement will determine how you live out the last years of your life. Ladies, we can help you optimize your money.