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Achieve Financial Freedom When Selling Your Business Thumbnail

Achieve Financial Freedom When Selling Your Business

You've spent years, decades even, building your company into a successful enterprise. But as you near retirement age, your business might be the most valuable asset you have, so naturally, selling this asset to achieve financial independence sounds like the most viable retirement option...

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Could the Backdoor Roth Be Eliminated? Thumbnail

Could the Backdoor Roth Be Eliminated?

The backdoor Roth is a well-known strategy used by high-income earners to minimize the tax paid on the growth of their investments. The American Families Plan, proposed by the Biden administration in April of 2021, has the approach directly in its crosshairs. Will it be eliminated?

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Financial Planner or Advisor - Which is Right For You? Thumbnail

Financial Planner or Advisor - Which is Right For You?

Today, more people are seeking financial advice than ever before. However, in the highly fragmented and muddled world of financial services, it can be challenging to find the right type of financial advisor. Given a choice, most people would want to work with a professional...

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Crypto: What is It? Should I Care? Thumbnail

Crypto: What is It? Should I Care?

Don't know anything about crypto? Are you missing out? Or is this another passing fad? The truth is, you're not alone. Most people don't know much about cryptocurrency. Many vocal supporters of crypto even admit that they don't fully understand what they've invested in.

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6 Habits of Highly Successful Investors Thumbnail

6 Habits of Highly Successful Investors

The following time-tested, academically based tenets are the building blocks of a sound investment strategy that can carry you through the best and worst of circumstances—no matter the amount of your investable assets.

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3 Common Financial Advisor Myths Busted Thumbnail

3 Common Financial Advisor Myths Busted

The financial planning profession is a truly remarkable one. For those of us who entered into this field with the right intentions, there is no greater reward than seeing real-life clients succeed day in and day out. Unfortunately, there are a ton of misconceptions held by those outside...

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Better Investment Management, Better Outcomes Thumbnail

Better Investment Management, Better Outcomes

Do you have a 401(k)? 403(b)? HSA? Or even a 529 education savings plan or variable annuity? For many individuals, these held away accounts—often set up under a current or previous employer—are a large part of their retirement picture. But they are also, perhaps, the least understood.

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3 Things Plan Sponsors Should Be Thinking About Thumbnail

3 Things Plan Sponsors Should Be Thinking About

To say 2020 was fraught with more change than any of us anticipated would be a gross understatement, and this couldn’t be truer for businesses that sponsor retirement plans. Changes began rolling in pre-pandemic times with the SECURE Act of 2019 and continued with...

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Will You Be Paying Higher Taxes? Thumbnail

Will You Be Paying Higher Taxes?

In his first Congressional address, President Biden unveiled his proposal to impose heftier taxes on high-earners to pay for economic reforms and his large-scale infrastructure initiative as part of the American Families Plan. What’s being suggested is likely to change as political disputes...

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5 Ways a Financial Advisor Can Benefit a Small Business Thumbnail

5 Ways a Financial Advisor Can Benefit a Small Business

At a certain point, a business owner’s gut is no longer sufficient for making critical financial decisions. As business expands and operations accelerate at a faster pace, owners begin to lose grasp over the many areas they are tasked with managing.

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How to Prosper During Market Volatility Thumbnail

How to Prosper During Market Volatility

Investing your money—and investing it well—is not easy to do. After all, anything worth doing properly in life takes time, effort, and consideration. But investing well becomes increasingly difficult during times of market volatility. Is it still possible to prosper during these periods?

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What You Need to Know About Behavioral Finance Thumbnail

What You Need to Know About Behavioral Finance

When the markets move—for better or for worse—it can be easy to want to act. In a bullish environment, you may be feeling lucky and tempted to “double down” or jump on the bandwagon to ride the earnings wave. But when values turn south, you may be the first to jump ship and stay out...

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