Retirement Plan Checklist

Dean Barber discusses some of the questions from our Retirement Plan Checklist report. 


Retirement Article

International Stocks: Investing for Retirement

In our last post, we looked at how bonds can fit into a diversified portfolio. Today, we are looking overseas, and why you might want to own international stocks to be truly diversified. When you look at the stock (equities) portion of your portfolio, you have an important decision to make.

Investments Article

Qualified Charitable Distributions and Your Taxes

Let's talk about QCDs, qualified charitable distributions. Now, QCDs are something that's been around for a number of years - yet hasn't been talked about. However, thanks to the Tax Cuts and Jobs Act, it's really become something that is a windfall to a lot of people if they understand how to utilize the QCD.

Retirement Article

Bonds: Investing for Retirement

Often, when discussing portfolio allocations with clients, I will get asked a question or two that goes something like this, "The Federal Reserve is raising interest rates. Why would I want to own bonds?" or "Yields on bonds are pretty low, shouldn't I just own dividend-paying stocks instead?" or "Bonds aren't making any money, look how much they lagged behind stocks. Tell me again; why do I want to own those?"




Tax Clarity

Forward-looking tax planning can be a huge part of a successful retirement plan. Watch as Dean Barber reviews the basics of a forward-looking tax plan and the impact it can have on your retirement plan. 


Choosing a Financial Advisor Video

Choosing the right financial advisor for your is an important process. Here are some things to consider when you're making your decision.


Estate Planning

Estate Planning is an integral part of your overall retirement plan. Watch as Dean Barber discusses the importance of Estate Planning.