12|20|2018

4 Social Security Considerations

This is not your parent’s Social Security!  Tread lightly before initiating benefits.  Here are four considerations before deciding on the timing for social security benefits: Longevity:  Look at your...

12|14|2018

3 Keys to Retirement Planning

Retirement planning should not be taken lightly. Consider for a moment having to go back to work years after retiring, but having to accept a lower payscale because you...

12|06|2018

4 Benefits of a SEP IRA

When you are self-employed, you have several options in tax sheltered retirement plans. Here are 4 key benefits of using a SEP IRA: First, you may defer income at...

11|29|2018

3 Benefits of a Solo 401(k)

When you are self-employed, you have several options in tax sheltered retirement plans. Here are 3 key benefits of using a Solo 401(k), also known as an Individual 401(k):...

11|08|2018

The Life Insurance Hack

Frequently, we misuse life insurance. Many people, for example, will look at it as a way to save for retirement. While it is true that life insurance can provide...

03|04|2016

How Much Should I Put in My 401(k)

The question of how much should be put into your 401K is a kin to how much should I be putting towards retirement. How much to put into a...

03|04|2016

3 Keys to Education Planning

  A college education has moved from being a difference maker to being a pre-requisite for a career in most fields. The problem becomes the insurmountable debt that the...

03|04|2016

IRA or ROTH IRA?

You got a raise, paid off debt, and built an emergency reserve. Now you want to start saving for retirement. Should you choose an IRA or ROTH IRA? The answer comes down...

03|03|2016

4 Tips for Allocating Your 401(k)

  Options, options, options… not usually the problem with a 401(k). This creates the complicated task of getting appropriately diversified with few options. Here are some things to review...