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Your 4% Withdrawal Strategy May Not Be Enough
YOUR 4% WITHDRAWAL STRATEGY MAY NOT BE ENOUGH Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...
Read MoreCybersecurity
Provided by Beth Marshall, Terry Reed, Melissa Rubingh, Ryan Cohen Cybercrime affects both large corporations and private individuals. You’ve likely read about the large data breaches in the business world. These crimes are both...
Read MoreBig Tax Law Change Enacted on Your Retirement Accounts
Prior to 2020, when a non-spouse beneficiary inherited a traditional retirement account, that beneficiary was eligible for a planning strategy known as a stretch IRA. A stretch IRA extends the tax-deferred status of an inherited IRA...
Read MoreEstablishing Good Credit in College
Provided by Beth Marshall, Terry Reed, Melissa Rubingh, Ryan Cohen Good credit may open doors. It is vital to securing a loan, a business loan, or buying a home. When you establish and maintain good credit in college, you create a...
Read MoreAnnual Financial To-Do List
Provided by Beth Marshall, Terry Reed, Melissa Rubingh, Ryan Cohen What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the investing, saving, or budgeting methods...
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End-Of-The-Year Money Moves
Provided by Beth Marshall, Terry Reed, Melissa Rubingh, Ryan Cohen What has changed for you in 2019? Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable changes occurred in your personal or...
Read MorePut It In A Letter
Provided by Beth Marshall, Terry Reed, Melissa Rubingh, Ryan Cohen Actor Lee Marvin once said, “As soon as people see my face on a movie screen, they [know] two things: first, I’m not going to get the girl, and second,...
Read MoreA Retirement Fact Sheet
Provided by Beth Marshall, Terry Reed, Melissa Rubingh, Ryan Cohen Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life after 50 that might surprise you. Up to 85% of a...
Read MoreOverlooked Tax Deductions For Small-Business Owners
Provided by Beth Marshall, Terry Reed, Melissa Rubingh, Ryan Cohen Being a small-business owner isn’t easy. After all, balancing payroll, managing employees, drawing up marketing plans, and handling the bookkeeping can be...
Read MoreReducing the Risk of Outliving Your Money
Provided by Beth Marshall, Terry Reed, Melissa Rubingh, Ryan Cohen. “What is your greatest retirement fear?” If you ask any group of retirees and pre-retirees this question, “outliving my money” will likely be...
Read MoreEight Mistakes That Can Upend Your Retirement
Provided by Beth Marshall, Terry Reed, Melissa Rubingh, Ryan Cohen Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if...
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