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Retirement Plan Checklist
Dean Barber discusses some of the questions from our Retirement Plan Checklist report.
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Retirement Plan Checklist
Dean Barber discusses some of the questions from our Retirement Plan Checklist report.
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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?"
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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.
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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.
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Estate Planning
Estate Planning is an integral part of your overall retirement plan. Watch as Dean Barber discusses the importance of Estate Planning.
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Retirement Plan Checklist
This checklist was created to give you a timeline of items that should be done prior to and during retirement.
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Life Insurance vs. Roth IRAs
Life insurance and Roth IRAs, despite their many similarities, Roth IRAs and life insurance are very different, and the rules that apply to one doesn’t always apply to the other.
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Looking at Financial Issues as Retirement Draws Near
If you have decided to retire, you have probably already addressed a host of financial questions with your financial advisor.