Insights Category: Financial Planning
Boost Your Retirement Confidence with Catch-up Contributions
September 27, 2024
A recent survey revealed that only 18% of workers feel very confident about having enough money to live comfortably through...
Learn More
Financial Advisors and Fiduciaries / Financial Planning
How to Choose a Financial Advisor
May 5, 2024
When choosing a financial advisor, it’s important to consider which kind of financial advisor is right for you. Some advisors...
Learn More
Financial Planning / Retirement
Is a SEP-IRA Right for Your Business?
April 29, 2024
If you’re like many small business owners, running your own business is an all-consuming endeavor. In the face of everyday...
Learn More
401K Plan / Charitable Donation / Charitable Giving / Financial Planning / Taxes
How to Make the Tax Code Work For You
April 29, 2024
By May 15, 2023, over 142 million taxpayers had dutifully filed their federal income tax returns. And they all made...
Learn More
Market Updates / Saving & Budgeting
Debt Rising, Consumption Falling?
March 20, 2024
By all accounts, the U.S. economy is humming along on all cylinders. Inflation is down (but not out), unemployment is...
Learn More
Financial Planning / Investment Strategies / Market Updates
New Market Highs. Now What?
February 22, 2024
We’re all reading headlines telling us that the stock market has reached all-time highs, something that never happened in 2023. ...
Learn More
Estate Planning / Financial Planning / Retirement / Social Security / Taxes
Social Security: Five Facts You Need to Know
February 22, 2024
Social Security can be complicated, and as a result, many Middle-Class Millionaires don’t have a full understanding of the choices...
Learn More
401K Plan / Estate Planning / Financial Planning / Retirement / Saving & Budgeting / Social Security
Important Birthdays Over 50 and Financial Tips to Keep in Mind at Each
January 26, 2024
Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half” to make sure everyone knows they’re closer to...
Learn More
Preparing for the Sunset
January 26, 2024
When the Tax Cuts and Jobs Act (TCJA) Act passed in 2017, we were told that all of the provisions—lower...
Learn More
Financial Planning / Retirement / Taxes
New Retirement Contribution Limits for 2024
December 13, 2023
The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for the coming year. Individual Retirement Accounts...
Learn More