Don’t Eat the Bear in One Bite: Planning Your Future in Steps
This article provides business owners five steps they can take to plan for a successful future and shows that they don’t need to have a complete plan from the start. Read More
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4 Hurdles in Retirement Beyond Your Investment Portfolio
Becoming hyper-focused on only one aspect of a problem is pretty much never a good approach. A racecar driver who only focuses on speed and ignores strategy won’t win races, at least not many of them. A carpenter who only hammers in nails won’t build strong structures.
What to Do When Everyone’s Ready for Your Retirement Except You
This article uses a fictional but representative account to raise awareness among business owners about the challenges of approaching retirement. Read More
Thinking About Retiring Early? 8 Things to Consider First
Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner We’ve all asked ourselves whether it’s too early to retire (usually after a particularly challenging commute or dealing with a difficult client). You may have even gone so far as to take a sneak peek at your account statements …
4 Tips to Take Your 401(k) to the Next Level
Matt Kory, Vice President, Retirement Programs As a retirement income vehicle, the 401(k) is second in popularity only to Social Security – and as CNBC reported in 2019 the number of 401(k) millionaires is at an all-time high. But is a million dollars even enough for your retirement needs?
Should I Open a Traditional or Roth IRA?
Multiple retirement savings vehicles are available but having options can be overwhelming. Each option comes with different rules leading to a variance of outcomes in the short-term and long-term. It’s not that dissimilar to choosing what to eat.
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8 Legitimate Tax Loopholes You May Be Missing
As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.
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