Financial Freedom in Retirement

Reading Time: 3 minutes Retirement is often viewed as the golden years of life when one can finally kick back, relax, and enjoy the fruits of their labor. However, the reality is that many people struggle to make ends meet during their retirement years. Financial...

IRA Contributions Still Available for 2021

Reading Time: 2 minutes If you haven’t already, you can still contribute to your IRA account for 2021. Technically, you have until the federal tax filing deadline to make your IRA contribution for the previous year. So for 2021, you can contribute to your IRA account...

How Well Do You Communicate About Finances?

Reading Time: 2 minutes Seventy-two percent of couples believe they communicate well about finances. However, only 43% report making investment decisions for retirement jointly, and 45% make day-to-day financial decisions jointly.  Forty-seven percent of couples...

Balancing a Retirement Portfolio with Asset Allocation

Reading Time: 6 minutes The combination of investments you choose is as important as the individual investments themselves. In fact, many experts argue that it’s even more important, since the mix of various types of investments accounts for most of the ups and...

Choosing the Right 401(k) for Your Employees & Your Business

Reading Time: 2 minutes Implementing a 401(k) plan for your employees is good business. It means you’re thinking strategically, that you care for your employees, and are focused on the long-term health of your company. Implementing a retirement plan: Can help...