Reading Time: 2 minutes If you haven’t already, you can still contribute to your IRA account for 2021. Technically, you have until the federal tax filing deadline to make your IRA contribution for the previous year. So for 2021, you can contribute to your IRA account...
Reading Time: 3 minutes Are you considering whether converting an IRA to a Roth makes sense for your retirement? To help determine if this strategy makes sense, we have provided the basics of how it works and when it could fit into your finances below....
Reading Time: 2 minutes Seventy-two percent of couples believe they communicate well about finances. However, only 43% report making investment decisions for retirement jointly, and 45% make day-to-day financial decisions jointly. Forty-seven percent of couples...
Reading Time: 6 minutes The combination of investments you choose is as important as the individual investments themselves. In fact, many experts argue that it’s even more important, since the mix of various types of investments accounts for most of the ups and...
Reading Time: 2 minutes Implementing a 401(k) plan for your employees is good business. It means you’re thinking strategically, that you care for your employees, and are focused on the long-term health of your company. Implementing a retirement plan: Can help...
Reading Time: 3 minutes If you’re a small business owner, you’ve invested a great deal of time and effort into building your company. With day-to-day demands, imagining your eventual transition into retirement may not be easy. Yet, if you want to build personal...
