Blog
An Open Letter to Generation X
Friends, Our parents are getting older and guess what - that could impact our own retirement plans significantly. For me at 51, it’s been surreal to navigate our healthcare system and is a good reminder that I will eventually...
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Smart Tax Planning Beginning at Age 50
Smart Tax Planning Beginning at Age 50 Are you surprised at the size of your retirement accounts? Have you projected what their balance will be when you turn seventy-two, the year you must begin withdrawals? Compound growth calculators...
Read MoreManaging Cybersecurity Risks
Whether it is a robotic voice informing you that the IRS is going to sue you, your Instagram account being hacked, someone at your organization sending money in error thinking the directive came from the CEO, or a massive data breach...
Read MoreHow Much Can I Comfortably Withdraw from my Retirement Nest Egg?
Through your working years it's second nature for many to set aside a piece of the paycheck for the future. Now that you're reaching the end of your accumulation phase (which are your working years while you grow your retirement...
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Budgeting Made Simple
There are a lot of different tools, resources, and methods available to help us budget. What’s interesting, is how incredibly hard a budget is to review on a regular basis, so it can make a proper impact. Yes, there will always...
Read MoreAudit Protection – Are You Prepared?
One of the questions you may have as a business owner or plan trustee is, “Am I protected if my plan gets audited?” We are lucky enough to work with many clients who must go through an audit each year because their employee...
Read MoreWhy Staying Invested Could not be More Critical in These Trying Times
2020 was a crazy year. Challenges so unique they were surreal. Massive room for efficiencies, the ability to show vulnerabilities and share common experiences - grief, fear, doubt, reminders that tomorrow is never promised and endless...
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