Why High-Net-Worth Individuals Should Consider Backdoor Roth IRAs

When planning for retirement, an individual will often look at opening a traditional IRA or a Roth IRA. For many, the...

Is a SIMPLE IRA Right for You?

October 1st is the deadline for setting up a SIMPLE IRA for your business. With a SIMPLE IRA, you get...

Traditional IRA vs. Roth IRA: Do you know the difference?

Traditional Individual Retirement Accounts (IRA), which were created in 1974, are owned by roughly 33.2 million U.S. households. Roth IRAs,...

The Solo 401(k): A Retirement Option for Small Business Owners

Do you work for yourself? Then you may want to consider the solo 401(k), which marries a traditional employee retirement savings...

Small Business Retirement Plan Choices

As a small-business owner, figuring out retirement choices can be a little intimidating. How do you pick the most appropriate...

Managing an Inheritance

Inheriting wealth can be a burden and a blessing. Even if you have an inclination that a family member may remember...

Dividing Assets in a Divorce

The latest research suggests that divorce rates in the U.S. have been falling in recent decades. Still, many people face...

A 529 Plan Might be a Great Way to Grow your College Savings and Save on Taxes

The COVID-19 pandemic has affected families’ finances in many ways. One negative impact for some families has been a disruption...

Four Really Good Reasons to Invest

Forty-eight percent of Americans do not own any stocks or stock-related investments, according to the most recent data available from...

Insuring Your Business With a Buy-Sell Agreement

Life insurance is designed to help protect a household from the financial hardships that may follow the untimely death of...