by Daniel Stous | Apr 25, 2023 | Insight, Retirement
Last week, we began our current blog series focusing on some of the psychological impacts of retirement. We discussed the emotional transition that comes with retirement, along with the shift from an accumulation mindset to a decumulation mindset. As our clients begin...
by Daniel Stous | Feb 15, 2023 | Business Advice, Insight
As we continue our series on issues to consider related to business ownership, we’ll shift our focus to legal and business formation issues. Many of our clients ask us about what type of business entity they should form and other legal questions. We’re not attorneys,...
by Daniel Stous | Dec 7, 2022 | Divorce, Insight
This article wraps up our series on financial planning issues related to divorce. We’ve covered a lot of ground so far. We’ve discussed cash flow, taxes, and long-term planning and insurance as well as ways to care for yourself during a difficult time. There are a few...
by Daniel Stous | Nov 2, 2022 | College Saving, Divorce, Insight, Insurance
Many life transitions come with financial planning opportunities or decisions. Job changes, selling a business, retirement, death, and divorce are just a few examples of when financial planning becomes more important. This quarter, we continue to focus on financial...
by Daniel Stous | Sep 14, 2022 | Business Advice, Insight, Retirement, Taxes
Throughout our blog series about retirement plans for the self-employed, there has been a lot of “either this or that.” Simple IRA or SEP IRA? Solo 401(k) or SEP IRA? Roth IRA or Traditional IRA? Typically, business owners will choose one type of retirement account...
