A Guide To Retirement Income Planning

Posted by Jake Sadler on September 08, 2022
Retirement is a personally transformative time in life. For most, rather than having the majority of your waking hours occupied by your job, you suddenly have a lot more free time on your hands. Because the concept of retirement is commonly intertwined with the sense of purpose in life that is ...
Read More

Topics: Financial Planning, Retirement Planning

6 Post-Retirement Concerns That You Need To Prepare For

Posted by Jim Kantowski, CFP®, CPA on August 29, 2022
Ideally, retirement should be a phase in life when you can enjoy more time to pursue your passions outside of work, like spending time with your family, traveling the world, or immersing yourself in your favorite hobbies. However, for many Americans, retirement is a time of financial stress—and ...
Read More

Topics: Retirement Planning

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

Posted by Jim Kantowski, CFP®, CPA on June 15, 2022
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
Read More

Topics: Retirement Planning

4 Alternatives To 401(k) For Small Businesses

Posted by Jake Sadler on May 10, 2022
Read More

Topics: Financial Planning, Retirement Planning, Business Owner News

Am I Ready To Retire? Consider These 4 Financial Aspects

Posted by Jim Kantowski, CFP®, CPA on April 05, 2022
Read More

Topics: Financial Planning, Retirement Planning

Pre-Tax Vs. Roth Account: Which Is Best For Me?

Posted by Jake Sadler on March 30, 2022
The concept of “one-size-fits-all” doesn’t apply to saving for retirement. Being financially prepared for your golden years is crucial for many Americans, but the planning process looks different for each individual and couple.
Read More

Topics: Financial Planning, Retirement Planning

Donor Advised Funds: What Are The Pros And Cons?

Posted by Billy Hufnell on January 27, 2022
Supporting a cause you feel passionate about is a major financial objective for many Americans. Whether your budget for charitable giving is large or small, understanding the best way to donate your money can help you maximize your impact and minimize your tax bill. This is why it’s crucial to ...
Read More

Topics: Financial Planning, Retirement Planning, Wealth Management

Should I Offer A Qualified Vs. Non-Qualified Retirement Plan?

Posted by Jim Kantowski, CFP®, CPA on December 13, 2021
There are countless decisions to make when you’re a business owner. Understanding how to drive revenue and increase profitability involves many factors, like strong marketing, sales, and customer service. You also need to make sure you’re hiring and retaining great talent. Learning the ...
Read More

Topics: Retirement Planning