Charitable Giving
In 2021 the standard deduction1 is $12,550 for single filers [...]
What is a Safe Withdrawal Rate for Retirees?
Retirement is very different today than it was even just [...]
2020 In Review And The Upcoming Election
It has undoubtedly been quite an eventful year, but [...]
What is a Financial Plan (And do You Need One)?
The Idea of creating a financial plan can be overwhelming. [...]
How To Get Big Tax Breaks And Large Contributions For Retirement Savings
Defined benefit retirement plans allow high income self-employed professionals and [...]
2019 Retirement Plan Trends
HISTORICALLY LOW UNEMPLOYMENT HAS RESULTED IN WORKER SHORTAGES IN MANY [...]