A prosperous 2025
With New Year’s resolutions in full swing, it’s the perfect time to review and revise your financial goals and plans, working towards a prosperous 2025.
Financial Advice
Don’t forget about 409A in retirement agreements
Employers that want to reward a key employee by promising to pay a bonus upon retirement need to examine 409A.
Four strategies to maximize your charitable giving
While cash can be an easy and convenient vehicle to support your favorite nonprofits, there are other gifting strategies that may help maximize the value of your generosity and provide tax advantages.
Want to retire early? Read this first.
As a financial advisor, I have seen firsthand how much planning it takes to retire early. Deciding to leave the workforce (and say goodbye to your steady paycheck) earlier than you previously intended to may come with many considerations.
10 important questions to ask before you retire
Unfortunately, only half of Americans have calculated how much they need to save for retirement — leaving many people completely unprepared for this next chapter.
Manage your affairs
6 tips for effective estate planning
Government, school organizations targeted by cyber attacks
What do Huber Heights, Ohio (population 43,439), Cullman, Ala. (population 14,775) and Scotland, Conn. (population 1,576) all have in common? They represent a cross-section of “small town America.” They also were all victims of costly cyberattacks in 2023.
Which IRA is right for your retirement plan?
Individual Retirement Accounts (IRAs) are recognized as one of the most attractive retirement savings vehicles available to investors.
Planning for the next generation
Preparation is crucial for family-owned businesses
Handling finances during life’s transitions
Life’s transitions — like divorce or a spouse’s death — impact us emotionally, as well as financially. And if you’re preparing for retirement, changing jobs or coping with the loss of a parent, these transitions can also be disruptive, stressful, and full of difficult decisions.
