Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
National Lab 401k Plans
Once you retire, you have a couple of options for the management of your 401k retirement savings. We are well versed with these options and very familiar with National Lab 401k accounts. Our team can also help you rollover the assets to an IRA for a greater selection of investments and personalized service. Schedule a free 401k consultation below!
Early Retirement from the Site
If you are considering an early retirement, you will need to plan for things like retirement income, health insurance, and a potentially longer than expected lifespan. We know special tax provisions and social security strategies that can help you make the early retirement leap with confidence.
Taxes in Retirement
Many fail to create a tax strategy in retirement and end up surrendering a lot of their hard earned savings to the IRS. We help our clients optimize their withdrawals, charitable contributions, and required distributions so they can hold onto more of their retirement nest egg.
Debt
Excessive or High-Interest debt can derail your retirement plan if not managed correctly. Our planning software can help you create a plan to pay it off efficiently and prevent it from detracting from your goals.
Long-term Care
About 70% of Americans over age 65 will need some form of long-term care at the end of their lives and it won't be cheap. We help our clients make a plan to finance this big expense so they don't have to rely on family to take care of them.
Social Media: Newest Business Liability Risk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they'll spend in retirement. This short, insightful article is useful.
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Women and Wealth: A Pivot Towards Retirement
Tips and strategies for women approaching retirement to ensure a smooth transition.