A defined benefit plan — also known as pension plans or qualified-benefit plans — is one of the oldest retirement plan...
What is key person insurance? Key person insurance — also called key man insurance, key woman insurance, or business life...
What is a pooled employer plan (PEP)? A PEP is a defined contribution plan for retirement, but rather than the...
What is estate planning? Estate planning is the process of determining how your estate will be allocated once you die...
Before we jump into using your HSA as a tool for retirement, let’s cover the basics of what a health...
There will always be demand for housing. Unlike other expenses, which consumers can adjust accordingly, people will always need a...
What is a buy-sell agreement? A buy-sell agreement, much like a will, is a contract that stipulates how members of...
SECURE Act 2.0 increases required minimum distributions to age 73 Many types of retirement plans, like traditional IRAs and 401(k)...
401(k) hardship withdrawals With a traditional 401(k), you can only make penalty-free withdrawals after you reach age 59 ½. We always advise...
Tax Loss Harvesting What is tax loss harvesting? Tax loss harvesting is a tax strategy you can use to offset...
