Do you intend to leave a legacy? Utilizing life insurance and selecting policy beneficiaries for your policies and/or other accounts makes leaving legacy gifts simple, keeping them out of probate or the state courts. That is… unless you make a critical mistake. We wrote this beneficiary checklist so you won’t!

5 Game-Changing Tax Moves for Retirees Before the Year Ends

The end of the year is a crucial time for retirees to plan for their financial affairs, particularly in regard to taxes. A strategic approach to Roth conversions, Required Minimum Distributions (RMDs), capital gains, Medicare premiums, and charitable contributions can provide substantial financial benefits. 

Here are five key strategies all retirees should consider implementing before Dec. 31.

A 401(k) plan is considered a top benefit to attract and keep talented employees. If you’re a small business owner, you have extensive options to help you and your employees save for retirement. These plans aren’t just for big companies. Here’s how you can offer a plan to your team and the best options. We can help you create a financial plan for your retirement needs and goals.