Articles

Estate Planning: An Introduction

By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to

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A Retirement Income Roadmap for Women

More women are working and taking charge of their own retirement planning than ever before. What does retirement mean to you? Do you dream of traveling? Pursuing a hobby? Volunteering your time,

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Keep It SIMPLE: A Tax-Advantaged Retirement Plan Solution for Small Businesses

If your small business doesn’t offer its employees a retirement plan, you may want to consider a SIMPLE IRA. Offering a retirement plan can provide your business with valuable tax deductions and

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Doing Well by Doing Good: Gifting Strategies

When reviewing your annual income tax planning or developing your estate plan, you can do well by doing good.  Making annual charitable contributions or leaving money to charity rewards you in

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Six Potential 401(k) Rollover Pitfalls

You're about to receive a distribution from your 401(k) plan, and you're considering a rollover to a traditional IRA. While these transactions are normally straightforward and trouble-free, there

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Wealth Due to Inheritance

If you've recently received a bequest, consider the possibility that the will may be contested if your inheritance was large in comparison with that received by other beneficiaries.

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Investment Planning Throughout Retirement

Investment planning during retirement is not the same as investing for retirement and, in many ways, is more complicated.

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Paying the Bills: Potential Sources of Retirement Income

Planning your retirement income is like putting together a puzzle with many different pieces. One of the first steps in the process is to identify all potential income sources and estimate how

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The Retention Advantages of Retirement Planning For Employees

In today’s business environment, with so many startups entering the marketplace, it’s not a given that every employer will offer a retirement plan. In fact, many small business owners don’t

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What Are Required Minimum Distributions (RMDs)?

Required minimum distributions, often referred to as RMDs or minimum required distributions, are amounts that the federal government requires you to withdraw annually from traditional IRAs and

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