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Medicare Premiums: How Are They Set and What Can You Do to Adjust Them?

For those that are already retired and enrolled in Medicare, or those who are approaching enrollment, you should be aware of how the monthly Medicare Part B and Part D premiums are determined. If [...]

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International Investments: Are Your Investments Benefitting from this Important Factor?

In a global economy, hosting international investments in your retirement and other investing portfolios is paramount. It may be something you hear financial professionals communicate. Why is [...]

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Exchange-Traded Funds (ETF) and Mutual Funds: What are they?

If you have an investment portfolio or are considering improving your retirement strategy, we’re sure you’ve heard the word: diversify. Diversification is an important aspect of any investment [...]

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Give to the Next Generation Without Tax Implications

Supporting our families is an important value, but sometimes, doing so fiscally can have tax implications. The IRS imposes an annual exclusion limit for making gifts to individuals. Going above [...]

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Is a Roth Conversion Right for You?

This question has become one of the most asked and contested tax topics since the Roth IRA was introduced back in 1998. Should you convert your traditional IRA and pay the taxes now, to enjoy [...]

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When to Take Social Security

Most of us know we are entitled to a Social Security benefit, but the amount of the benefit is different for everyone. Did you know there can be a right time to begin receiving the benefit? There [...]

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Health Savings Accounts – A Great Tax-Savings Opportunity!

As we enter annual benefits enrollment season, now is a great time to be reminded of the triple-tax benefits of Health Savings Accounts (HSA). To qualify for an HSA, you must be enrolled in a [...]

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After receiving a serious health diagnosis: How you can reduce financial stress

The phone call confirms it. An unexpected health diagnosis; a change in treatment needs or status; a progression. Information requiring serious conversations. As we all age and our bodies begin [...]

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Common Investment Mistakes in Retirement Accounts

Risk vs. return: where are you comfortable? One of the most fascinating aspects of our role as an advisor of business retirement plan benefits is the chance to meet with many different investors [...]

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Financial Planning: How to Build Generational Wealth That Lasts

There is nothing easy about building significant net worth from the ground up; it can take decades of hard work, sacrifice, and discipline. But there may be one thing that can seem harder: [...]