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We help individuals and families pursue their ideal retirements.

Adding Value to Your Business Using MEPs

May 18, 2020 |

Employers: Are you looking to add a low-cost 401(k) plan or simply reduce the expense of your current plan? Consider a Multiple Employer Plan (MEP) 401(k). This type of plan helps in several ways: A MEP will provide you and your employees with an effective retirement saving tool.This plan reduces costs as compared to a…

Does Your Plan Cover the Essentials in Retirement?

April 3, 2020 | Comments Off on Does Your Plan Cover the Essentials in Retirement?

Today’s economic upheaval will cause many folks to be concerned about their retirement goals. In fact, a 2018 study shows only 38% of retirees are confident they will have enough income to meet basic expenses during retirement.* The COVID-19 economic havoc will only make that worse. Successful retirement planning starts with an income plan to cover…

Reasons to be positive!

March 20, 2020 |

It is rough to be sitting at home, perhaps self-quarantined or self-isolated, not to mention observing your investments these days! The market is down over 35% from it’s all time high in February. We’ve just witnessed one of the fastest declines on record. If you are watching the news, you certainly hear this every day.…

Coronavirus Update

March 16, 2020 |

We are extremely sensitive to the needs of our clients in regard to the developing Coronavirus situation. These are challenging times – with a constantly changing landscape. We are committed to providing uninterrupted service to our clients. We also acknowledge it is prudent to modify our practice in ways that may help protect everyone during…

The Power of Trusts

March 2, 2020 | Comments Off on The Power of Trusts

A common misconception is that retirement planning is only necessary if you are one of the 1% – the wealthy.  In fact, it doesn’t matter what your income is.  If you have a paycheck, you should have a strategy.  Your strategy should involve protecting what you have as well as a focus on growth of…

Be Careful Who You Name as Your Beneficiary

February 21, 2020 |

Naming beneficaries is a critical part of your estate planning.

Financial Tips For 2020

February 4, 2020 |

The U.S. has enjoyed 10 years of a booming stock market and a growing economy. It’s too early to tell how 2020 will look, but there are some signs that it doesn’t look quite as promising. Between warnings of a possible economic pullback and a contentious presidential election year, investors may want to consider financial…

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