You’re on a financial journey. You decide the destination, and we help you get there. Together, let’s determine the best way to take the next step.
You’re on a financial journey. You decide the destination, and we help you get there. Together, let’s determine the best way to take the next step.
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...
Thrive. A word of hope and fulfillment. Merriam-Webster offers one definition as “To progress toward or realize a goal despite or because of circumstances.” A connotation that you’ve gotten over the hurdle and landed on the other side to a place of flourishing. In...
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...
As financial planners, we walk with our clients through the changes and transitions in their lives. Many are phases of life that people envision and plan for, like education, marriage, children, and retirement. But some transitions are not in our dreams and can...
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...
This quarter, we’re looking at self-employed retirement plans. We’ve discussed characteristics and pros and cons of Traditional and Roth IRAs, the SEP IRA, and the SIMPLE IRA. Today, we’re discussing the characteristics of the Individual 401(k), also known as the...
If you are self-employed, you have no shortage of options when it comes to selecting a retirement account for your business. That’s why we’re in the middle of a series of blog articles that describe various types of retirements accounts, their rules, and pros and...
For those who are self-employed, retirement savings should be at the forefront of your mind. You’re in the driver’s seat, and your options are plentiful to ensure a good fit for your business. But understanding what’s best for your situation can be confusing. This...
Throughout this quarter’s blog series, we’ll be discussing different types of retirement plans that self-employed workers commonly use. There’s no shortage of options. Being self-employed, you’re tasked with wading in the pool of alphabet soup to try to understand...
You’ve decided you’re about ready to retire. But you’re not sure about what you should consider before finally taking the leap. That’s totally understandable because it’s a big decision and shouldn’t be taken lightly. I can guess that you’re a planner, though,...
