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 ...
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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 ...
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Topics: Retirement Planning

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

Posted by Jim Kantowski, CFP®, CPA on December 03, 2021
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 receiving dividends. This ...
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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 ...
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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

The CARES Act

Posted by Samantha Sachs, CPA on March 30, 2020
This past Friday, the House of Representatives passed the CARES Act, and President Trump signed the bill into law. The law contains many tax law changes and much needed economic measures. Below are some of the key provisions in the Act.
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Topics: Tax News, Retirement Planning, Business Owner News

8 Ways the SECURE Act Could Impact You

Posted by Bill Hufnell, CPA, CFP® on January 03, 2020
Congress passed some significant tax legislation as it recessed for the holidays. One of the new meaningful laws passed on December 19 is the Setting Every Community Up for Retirement Enhancement Act of 2019, otherwise known as the SECURE Act.
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Topics: Financial Planning, Tax News, Retirement Planning