Retirement & Estate Planning

Retirement Saving Strategies for Saving in Your 50s

Retirement: Strategies for Saving in Your 50s

Countdown to Retirement: Strategies for Saving in Your 50s Strategies for saving in your 50s Many retirees today are redefining the “golden years.” Forget about endless days of leisure. Retirees seek adventure, travel, and new business pursuits.…


Saving for retirement

Why Should You Start Saving for Retirement Now?

Why Should You Start Saving for Retirement Now? You are busy dealing with life’s day-to-day issues. To you, retirement may seem like a long way off. But preparing now for your financial future is essential because what you do today can help ensure a…


Estate planning actions for the small business owner

Estate Planning Actions for the Small Business Owner

ESTATE PLANNING ACTIONS FOR THE SMALL BUSINESS OWNER Two things people avoid talking about are death and money. Combining the two is estate planning—the process of arranging for the management and disposal of a person’s estate while minimizing gift,…


Business owners, do you have a succession plan?

Business Succession Planning

Retiring Business Owners - Plan for Succession If you’re a small business owner, you’ve invested a great deal of time and effort into building your company. With day-to-day demands, it may be difficult to imagine your eventual transition into…


Roth 401(k)

Could the Roth 401(k) Be Right For You?

Could the Roth 401(k) Be Right For You? Understanding the differences between the traditional and Roth 401(k) While the Federal government has created a number of tax-advantaged savings accounts designed to help lower- and middle-income workers save…