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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
Could You Be Audited This Year?
There are certain pieces of mail that no one wants to see in their mailbox, and I’m not just talking about the normal electric bill. Notices of jury duty, legal matters, and one of the most dreaded pieces of certified mail? Notice of an IRS audit. Here’s the good news – the IRS audits less than 1% of all tax returns[1] and that number has actually dropped due to years of repeated budget cuts. Despite the fact that there are less IRS agents employed to conduct these audits, they still have to keep the dollars coming in.
Investments Article
Happy 10 Year Anniversary to the End of the Great Recession
I want to start by saying, “Happy anniversary!” This is the 10th anniversary of the official end to the Great Recession. Of course, we know now only because it's all in the rearview mirror that the stock market hit its all-time low March 9, 2009, after falling 56% from its peak in October of 2007.
Investments Article
GDP, Interest Rates, and Economic Contraction
Many people might think that spring is here in the markets. Well, I'm going to give you a reality check today on everything that's been going on in the markets.
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Video
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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PDF Document
Retirement Plan Checklist
This checklist was created to give you a timeline of items that should be done prior to and during retirement.
PDF Document
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.
PDF Document
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.