Tax Strategy: Tax Loss Harvesting

What is tax loss harvesting? Investments, like stocks, are subject to a capital gains tax, which can be taxed at a...

Life Insurance Myths Debunked

Do you really need life insurance? Is it too expensive? Are you relying on the coverage you’ve purchased through work...

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...