Can You Live Off Dividends And How Much Would You Need?

Posted by Jim Kantowski, CFP®, CPA on June 15, 2022
You want to grow your wealth on your terms, and investing in the stock market is an excellent way to do that. While having a diversified portfolio is a smart move, it’s also important to understand specific aspects of investing, such as buying stocks that enable you to receive dividend payments. ...
Read More

Topics: Retirement Planning

What Is A Straight Life Annuity, And Is It For Me?

Posted by Jim Kantowski, CFP®, CPA on June 03, 2022
Despite having plans in place, financial advisors to consult, and financial goals for the future, investors can sometimes still feel like investing itself is a gamble. When the market dips and soars—sometimes doing both within the same day—investors who are approaching their retirement years may ...
Read More

Topics: Retirement Planning

How To Determine The Best Place To Retire: 5 Tips

Posted by Jim Kantowski, CFP®, CPA on May 26, 2022
Wherever you decide to spend your retirement, you want to enjoy this new stage in life to the fullest extent. Choosing a retirement location that’s right for you—and your spouse, if you’re married—is a big step. In this blog post, we’ll explore how to determine the best place to retire, and ...
Read More

Topics: Retirement Planning

3 Alternatives to Bonds In 2022

Posted by Jake Sadler on May 17, 2022
At its core, a bond ...
Read More

Topics: Financial Planning, Investment News

4 Alternatives To 401(k) For Small Businesses

Posted by Jake Sadler on May 10, 2022
Financial planning can seem complicated enough as an individual, let alone if you’re a small business owner. As a business owner, the line between your personal and company finances are often blurred.
Read More

Topics: Financial Planning, Retirement Planning, Business Owner News

Should I Sell My Business? 6 Things To Consider

Posted by Dan Ebinger on May 04, 2022
As a business owner, you’ve overcome many obstacles and hopefully enjoyed many successes. But whether your excitement is wearing thin or you’re looking to start another business venture in the future, you may be wondering: Should I sell my business?
Read More

Topics: Financial Planning, Business Owner News

3 Ways To Use Debt To Build Wealth

Posted by Jake Sadler on May 02, 2022
Though it may seem counterintuitive, some financial concepts we’re taught to think of as “bad” can actually be used to help achieve our long-term financial goals. One of these concepts is debt.
Read More

Topics: Financial Planning, Wealth Management

3 Key Tax Strategies For High-Income Earners

Posted by Dan Ebinger on April 29, 2022
Whether you recently became a high earner or have been for years, paying close attention to tax planning opportunities can have a significant impact on your ability to accumulate wealth. Broadly speaking, tax planning involves the following:
Read More

Topics: Financial Planning, Wealth Management

Quarterly Market Review - Q1 2022

Posted by Jim Kantowski, CFP®, CPA on April 18, 2022
For specific information on last quarter’s market performance, please download our Q1 Market Review.
Read More

Topics: Investment News

Am I Ready To Retire? Consider These 4 Financial Aspects

Posted by Jim Kantowski, CFP®, CPA on April 05, 2022
After several decades of working, it’s only natural to dream of finally vacationing around the world, moving to a cabin or a beach, or just sleeping in every day—whatever it is you envision once you leave the workforce. But how do you know when to retire? The whole process depends on two ...
Read More

Topics: Financial Planning, Retirement Planning