Do you manage your own finances or use a ‘financial advisor’? Understanding the full capabilities of a financial planner is crucial. Why? Because while advisor fees may seem similar, the level of service can vary significantly. We can help you build a...
A Case Study: Chloe and Marc Chloe and Marc are both retired and 71 years old. They are organized and intentional with their finances and looking to make the most of what they have in retirement. Let’s review Marc and Chloe’s financial standing. Income: Marc received...
Case Study: The Impact of Roth Conversions on a Retiree taking Social Security Susan’s Client Profile Susan is a 68-year-old woman enjoying a comfortable retirement supported by $3,000 monthly Social Security benefits, $1,000 in pension income, and approximately...
A Case Study in the Age-Old Debate of S-Corporation vs. Partnership This article dives into a case study comparing two business structures for a husband-wife team in their 40s: S-Corporations and partnerships. The primary focus is on the interplay between potential...
The Roth IRA has become a popular retirement savings account, and for good reason. Besides being easy to open and fund, contributions are invested and grow tax free until withdrawal in retirement1. Who doesn’t like tax free, right? While most people have heard of the...
As 2022 came to a close, and while many of us were focused on the holidays, Congress passed new legislation for America’s retirement system. Called the SECURE Act 2.0 (which stands for Setting Every Community Up for Retirement Enhancement), it’s part of the greater...
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