News & Insights

Retirement planning for women: A guide

Women make up about half of the population. But there are many women out there who report that they feel unprepared for retirement. In fact, one survey by the U.S. Census Bureau found that 50% of a group of women aged 55 to 60 years old did not have any retirement savings accounts of their […]

How to protect your assets in a divorce

Divorce can be a challenging and emotional time by itself. The divorce process can be even more emotionally taxing when you know that divorce can leave your assets in jeopardy. As a result, it is crucial to take steps to protect your assets during this period. Whether you are a high net worth individual or […]

Retirement planning for dentists: A brief intro

As a dentist, you have dedicated your career to helping others improve their oral health. But have you given enough thought to your own financial health? Retirement planning is crucial for dentists, as they face unique financial challenges and opportunities. From managing student loan debt to saving for retirement, dentists need to make sure they […]

How to build a tax-advantaged charitable giving plan

Trusts can be an integral part of your financial planning process. When you place your assets in a trust, you can protect your assets and distribute them to who and what you want, when you want. In addition, you can appoint a trustee of your choosing to hold and distribute money in your trust for […]

How might the 2023 COLA increase affect retirees’ financial plans?

The Social Security Administration provides benefits to retired employees. These benefits can become a substantial part of your retirement plan, especially since they are adjusted according to each year’s cost-of-living expenses. By January 2023, Social Security and Supplemental Security Income (SSI) benefits will increase by 8.7% to account for inflation.  The Social Security Administration applies […]

5 early distribution tax exemptions you should keep in mind during early retirement planning

About half of all U.S. workers take money out of their retirement fund when changing jobs. However, many people do not realize that the money you withdraw from your IRA retirement fund before you reach the age of 59½ is taxed. It can even be subject to an early withdrawal penalty fee. This is because […]