Retirement Planning: To Roth or Not to Roth?

Reading Time: 4 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...

Creating an Income Plan While in Retirement

Reading Time: 3 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 for...

Choosing a Retirement Plan for Your Business

Reading Time: 4 minutes There are a lot of options to consider, depending on your business model 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...

Planning for the Cost of Healthcare

Reading Time: 2 minutes Helping clients plan their financial freedom requires a serious look at the impact of healthcare costs. The fact is, as we age, we increase our chances that we will spend more on healthcare-related expenses. It is not just for treating ailments...