We help individuals and families pursue their ideal retirements.

Pandemic Lifestyle & Your Planning Opportunities

April 29, 2021 | Comments Off on Pandemic Lifestyle & Your Planning Opportunities

As the health crisis of COVID-19 subsides, many families will find they continue to live a simpler lifestyle as compared to before the pandemic. This may create a valuable opportunity for those in retirement.

Extended Tax Deadline: Still Time to Make IRA Contributions

April 15, 2021 | Comments Off on Extended Tax Deadline: Still Time to Make IRA Contributions

May 17 deadline gives more time to build retirement plans The April 15 deadline for federal income tax filing has been extended to May 17. This is also the new…

Your Retirement Landing

March 8, 2021 |

As your ideal retirement date appears on the horizon, just like a pilot, be sure you have your runway path clearly defined. During the final landing approach, it’s important to…

Looking Ahead to 2021

February 12, 2021 |

The new year has given the news outlets plenty to write about! There is continuing political conflict of the impeachment hearings, Covid-19-20-and-now 21 that drags on, and stock market financial…

2021 is the Time for Strategic Diversification

December 29, 2020 |

Many of the financial methods used by governments during the COVID crisis are based on something called “Modern Monetary Theory.” This theory, “is neither modern, monetary or a theory, ”…

Sharing the Joy of Christmas

December 23, 2020 |

There is so much to be thankful for as we approach the holiday. As Christians, we are especially thankful for Christ Himself. For, this day, is born to you a…

Seven Business Tax—Saving Strategies to Consider Before Year End

December 8, 2020 |

Would you like to pay less in taxes? Check out these seven powerful business tax deduction strategies that you can easily understand and implement before the end of 2020. There…

Low Interest Rate Challenge To Your Retirement Portfolio

September 1, 2020 |

The Federal Reserve indicated it plans to keep rates tagged near zero for the foreseeable future. The Fed will allow inflation to run higher than the traditional 2% target before…

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…

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…

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