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. ...
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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 ...
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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 ...
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Topics: Retirement Planning

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.
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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
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 ...
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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.
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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 ...
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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 ...
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Topics: Retirement Planning

Lump Sum Vs Pension: Which Is Better?

Posted by Jim Kantowski, CFP®, CPA on November 23, 2021
Wondering whether you’ll have enough money in retirement is a common worry in your working years. Perhaps you’re planning on traveling the world, or maybe you’re looking forward to spending more time with your family close to home. Whatever your dreams for the golden years involve, you want to ...
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Topics: Retirement Planning

Retirement Asset Management: Top 10 Tips

Posted by Jim Kantowski, CFP®, CPA on September 17, 2020
Retirement planning is a big step, and it looks different for everyone. If you’re considering the do-it-yourself approach to retirement asset management, you first need to understand the various stages of the process so you can tackle it like an expert.
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Topics: Retirement Planning