It’s common knowledge that simply saving for retirement isn’t enough. Investing those savings can help your nest egg outpace inflation and grow exponentially to maximize your retirement potential. Read more…
What is FedNow: An Overview of the Federal Reserve's New Instant Payment System
With the rise of instant payment services like Venmo, PayPal, CashApp, and Zelle, the Federal Reserve has responded with a new offering. Read more…
Maximizing Your Retirement Contributions: Calculating Your Modified Adjusted Gross Income (MAGI)
Each year as tax season approaches, it's increasingly relevant for high earners and astute savers to understand the relationship between their Individual Retirement Account (IRA) contributions and tax filings. This understanding is a key component of an effective financial strategy. Read more…
The Ins and Outs of Intrafamily Loans
In today’s high interest rate environment (with current AFR sitting well over 4%) many people are turning to intrafamily loans to assist with major investments as opposed to commercial lenders. Read more…
What to Look for to Improve Your 401(K) in 2024
As another year begins, there is a lot on business owners' minds. How do I keep my best employees? How do I reduce business expenses? Now is a great time to assess portions of your business. Is there a better, cheaper, way to do something? Is there a way to make your team's life easier? Read more…
10 Reasons You Shouldn't Do Your Own Investing: What We've Learned Over 40 Years in the Market
With so much information on market trends and investing strategies seemingly easily available, managing your own investments might seem appealing. The idea of DIYing is one worth investigating, particularly for those with a strong interest in their finances. Read more…
5 Questions People Don’t Ask Their Financial Advisor (But Should)
Working with a financial advisor is a great decision. Would you argue a serious case about a legal document in a court of law without an attorney? Would you opt to have surgery from someone who wasn’t trained as a medical professional with expertise in your specific area of concern? Read more…
Retirement Planning for Couples with an Age Difference
Retirement planning can be a daunting task with multiple factors to consider. A spouse will always play a significant role in this aspect of life. Given the recent trends when it comes to dating and marriage, a growing number of couples are finding themselves in a relationship with a notable age Read more…
Wealth Transfer and Estate Planning: Unique Types of Trusts to Consider
When you hear the word trust, you probably think of a revocable living trust that helps your loved ones avoid probate by establishing how your assets will be distributed after your death. Read more…
