Near the end of 2022, Congress passed the SECURE Act 2.0. Its passage affected quite a few investors who have saved or are saving for retirement. One change is that retirees won’t have to start...
For those who are self-employed, retirement savings should be at the forefront of your mind. You’re in the driver’s seat, and your options are plentiful to ensure a good fit for your business. But understanding...
Throughout our blog series about retirement plans for the self-employed, there has been a lot of “either this or that.” Simple IRA or SEP IRA? Solo 401(k) or SEP IRA? Roth IRA or Traditional IRA?...
For self-employed individuals, there is no shortage of options when selecting a retirement account to pair with the business. We’ve discussed characteristics and pros and cons of Traditional and Roth IRAs, the SEP IRA, and...
One of the best parts of being a financial advisor is participating in the important decisions our clients make and the privilege of offering advice in those discussions. Of the decisions in our clients’ lives,...
Retirement marks a significant milestone in life, but it also brings its own set of unique issues for couples. As partners transition from their careers into this new phase, they may encounter various relationship challenges...