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 deadline for making 2020 IRA contributions. It is easy to do. Many institutions offer the ability for e-applications with electronic transfer of funds. A 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 stay on track. Use these suggestions to help ensure a smooth touchdown. Keep Saving First, now is the time to increase your allowable contributions as…

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 highs! It doesn’t give a clear signal as to which way the market is headed. Interest Rates Let’s consider interest rates. We hear a lot…

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, ” says British economist Mervyn King. And in my most eloquent British accent, I agree saying, “Brilliant!” “There are no magic money trees and no new…

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 Savior, who is Christ the Lord, in the city of David. And this shall be a sign unto you. You shall find the infant wrapped in…

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 are a few weeks left to add some cash to your bottom line. 1. Prepay Expenses Using the IRS Safe Harbor IRS regulations contain a…

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 it will increase short-term interest rates, according to Fed Chairman Jerome Powell. This is great news for those buying a home. But it is a…

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…

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…

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