Blog & Articles

Will Your IRA Beneficiaries Face a Tax Bill?

February 21, 2017

If you’re like many retirees, a large portion of your assets may be held in qualified accounts like an IRA or a 401(k) plan. Qualified accounts make for attractive retirement savings vehicles because of their unique tax treatment. Your gains aren’t taxed as long as…

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Keep Your Retirement Plan on Track During A Job Change

February 10, 2017

Is a job change in your future? Are you about to start a new job? Or are you starting the job search process? If so, this is probably a hectic time for you. Amid the chaos it’s easy to overlook the impact a job switch…

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Incapacitation: A Hidden Estate Planning Risk

January 16, 2017

Many people assume that estate planning is only for challenges that arise after you pass away. To a large extent, that assumption is correct. Estate planning can be used to minimize probate costs, manage taxes, and distribute your assets to your loved ones in the…

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A Portrait of Gen X Retirement Saving

January 4, 2017

How would you guess Gen X is faring when it comes to retirement saving? Americans born between 1965 and 1980 are approaching what should be…

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Do Our Attitudes About Money Help or Hurt Us?

January 2, 2017

Our relationship with money is complex & emotional. When we pay a bill, go to the mall, trade in a car for a new one,…

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