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5 Things Investors Transitioning Into Retirement Cannot Afford to Overlook

November 18, 2020 | By Matthew Gordon, CFP®, RLP®

As you plan for retirement, it’s important to take time to consider the lifestyle you want and the financial resources you’ll need to support it. This Insight will cover the following 5 strategies for transitioning into this significant life stage, and ensuring it provides you and your loved ones the relaxation and fulfillment you deserve.

4 Tips for Estate Planning in Uncertain Times

October 30, 2020 | By Brant Cavagnaro, CFA®, CFP®

Are you fearful about your finances during this time? COVID-19 and other current events have created financial uncertainty. While you might focus mainly on your investment portfolio, don’t forget about estate planning 101 tools like trusts, wills, power of attorneys (POAs), and advance directives.

What the SECURE Act Means For Your Retirement

October 21, 2020 | By Tracy Shar, CPA, CFP®

In December 2019, Congress passed the Setting Every Community Up for Retirement Enhancement Act (the SECURE Act). The COVID-19 pandemic has brought our attention to many other pressing issues that affect our lives including more recent legislation called the CARES Act. 

Helping Your Children Start Planning for Retirement

July 30, 2020 | By Eric Siss, CFP®

Many parents support their teenage children in the traditional sense, by providing an allowance, chipping in on car payments, and so on. What most do not realize is that there is an extremely powerful option to help their children start thinking about investing and planning for their financial future.

What are Health Savings Accounts (HSAs) and should I have one?

January 25, 2020 | By Matthew Gordon, CFP®, RLP®

Health Savings Accounts (HSAs), as the name implies, are savings accounts for health care expenses. There are restrictions on who may contribute, how much and what counts as a qualified medical expense. It is worth exploring whether you have the opportunity to participate in these as they provide some compelling tax benefits.

Should I Borrow From My 401(k)?

November 16, 2019 | By Eric Siss, CFP®

When staring down a major financial decision, the first question we often ask ourselves is “what is the best way to meet this cost?” As we assess our situation, it is completely natural to look towards one of, if not the largest, numbers on your balance sheet, your 401(k). But how exactly do you access these dollars if the rules say you cannot, without penalty, until you are age 59 ½?