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Is Eldercare in Your Future?

January 4, 2018 / 4:35 pm
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eldercare

By definition, eldercare refers to the services that elderly people require as a result of age-related physical or mental impairment. In reality, eldercare is much more than that, and extends to the physical, emotional and oftentimes financial support of aging members of our family and community. According to US Government Statistics, there are currently 46.2 million Americans over age 65, …

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Employee Education Programs

January 2, 2018 / 5:41 pm
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employee education

Attracting and retaining good employees seems to get harder every year. Moreover, taking the time to train them to be the best representation of your company is a huge investment of time and money. One of the primary reasons that employees stay with a company is the opportunity to expand their skills and grow into jobs that have more visibility, …

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Tax Planning for Retirement and Beyond

December 28, 2017 / 4:37 pm
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tax planning

Death and taxes, the only two certainties in life! Unfortunately, taxes don’t stop just because you stopped working. Taking the time to review your sources of income in retirement and how those sources are taxed can make a big difference in when and how you decide to withdraw against your investments. Know What You Have And How It Is Taxed …

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Smart Strategies for Investment Withdrawals

December 26, 2017 / 5:32 pm
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investment withdrawal

You’ve put a lot of time and energy into saving money for retirement and now it’s time start withdrawing some of that money. Where do you start and how should you do it? You should do the same as you start drawing down the accounts, just as you used a strategy to save and invest for the future.   There is …

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Planning for Social Security

December 21, 2017 / 3:28 pm
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Social security is like a mythical beast. You know all about it but you don’t really understand it. It’s been part of your life forever, but you’ve never really experienced it. Apart from working for the majority of your adult life and “paying into the system”, there really isn’t too much you can do with regard to planning for social …

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