Estate Planning, Financial Planning, Investing, Retirement Planning
The end of the year provides a number of planning opportunities and issues for investors. Year-end topics can include tax planning, investment and retirement accounts, charitable giving, cash flow and savings, insurance and estate planning. In this checklist, we cover...
Financial Planning, Investing, Life Events
Investors are often confused as to what documents to keep in their files. Records relating to tax and legal matters, healthcare issues, assets and liabilities, as well as other important transactions should be kept in case they are needed in the future. In this...
Building Wealth, Financial Planning, Tips and Tricks
When an investor has a surplus cash on hand that they want to save for the future, they often need help identifying all of the different account types to consider. This checklist provides a structured outline to guide available and appropriate saving strategies. It...
Financial Planning, Retirement Planning
Roth 401(k)s have become an increasingly popular alternative to traditional 401(k)s, allowing participants to make after-tax salary deferrals to their employer plans. Many investors may have the opportunity to contribute to a designated Roth account in their 401(k),...
Financial Planning, Retirement Planning
There are a lot of important considerations to weigh before doing a Roth conversion. As a result of the current market condition and changes due to the SECURE Act, Roth conversions are becoming an important strategy that investors could consider. This flowchart...
Financial Advisor, Financial Planning, Market Events
The coronavirus is still very much with us, as is much of the economic dislocation resulting in sporadic lockdowns. Granted, we are closing in rapidly on a vaccine…indeed, a number of vaccines. But it may be quite some time yet before most of us will get access...
