Reading Time: 2 minutes Tax identity theft is when someone steals your Social Security Number, files a tax return with your number, and directs a refund to their own bank account. In other cases, this type of identity theft may involve a scam artist calling on the...
Reading Time: 2 minutes When saving for retirement, it often makes sense to contribute to employer-sponsored retirement plans to take advantage of any available employer match opportunities. However, not everyone has access to an employer-sponsored plan. Even if you...
Reading Time: 2 minutes An issue that is overlooked by many people is the tax piece of a portfolio. Very few advisors will discuss an after-tax return because they will have to account for the inefficiencies that we see impact many client’s portfolios. What are the...
Reading Time: 2 minutes Taking money out of retirement without a plan is a recipe for trouble. You‘ve saved for years. Now that you are retired, did you create an income plan from your savings? The financial industry and media constantly talk about the need to save...
Reading Time: 3 minutes You’re an entrepreneur, and you’re not looking back. You’ve opened your own business, whether alone or with partners, and you’ve achieved success. Now you’re thinking about retirement, not just for you, but also for your employees. Offering a...
