Is A Cash Balance Plan Right For You & Your Company

Do you own a business? Do you currently offer a 401(k) Profit Sharing Plan? Do you wish you could put away more tax deferred dollars for retirement? If your answer is “yes” to these questions, you may consider a Cash Balance Plan for your company. The IRS limits the amount

Filing for Social Security: What distribution strategy will work for you?

About 8,000 Americans reach the traditional retirement age of 65 every day, according to AARP. If you’re one of these preretirees, you have a lot of decisions to make about your retirement finances — including when you should start receiving monthly Social Security retirement benefits

5 Things Millennials Need to Know About Finances

According to surveys, only 24 percent of millennials demonstrate basic financial knowledge. There are many reasons for that lack of knowledge: Some of that information comes with life experience, and some of it is facts that would have traditionally been taught in a home economics or

Vehicle Use & Taxes: What You Need To Know

Using a vehicle for your own business, or using your own vehicle for work purposes for your current employer is a common occurrence. If you do either of these, chances are you already know that you are entitled to certain deductions when you file your taxes. But knowing which deductio

Estate planning is STILL important…

Now that there’s a $5.34 million federal estate-tax exemption — and the exemption is portable between spouses — many people don’t see a need to do estate planning.* But planning is important even if you don’t expect the IRS to take a share of your estate. Here are so