retirement planning small business owner

5 Retirement Mistakes Small Business Owners Make

As a business owner, you face unique challenges and opportunities when building your financial future. Many of these challenges can be avoided with the proper planning.

Challenges we often see small business owners face include:

  • Not Creating a Retirement Road Map

Almost half of business owners don’t have retirement strategies in place1

  • Not Having an Exit Strategy

Only 15% … Read more

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Tax Reform: Trump vs. House GOP

Updated May, 2017

With Republicans in control of the White House and both chambers of Congress, many think 2017 could be a major year for tax reform. It’s been three decades since the last major tax reform, but negotiation is in order before any type of reform will be accomplished.

President Donald Trump and the Republican Party remain divided on … Read more

estate plan organizer

Estate Plan Organizer

This whitepaper was updated on July 31, 2017

One of the best gifts you can leave your loved ones is an organized estate. Help simplify matters for your heirs by getting your estate in order. This organizer is perfect for those who wish to structure their estate records so that they can keep better track of all the important information … Read more

medicare guide

Making the Most of Medicare | A Guide for Baby Boomers

If you have Medicare questions, this guide can help you get the answers you need. Medicare expert Dr. Katy Votava dives into the A, B, C’s of Medicare.

  • 2016 premiums and Income Related Monthly Adjustment Amounts (IRMAA)
  • 2016 Medicare Part A and B out-of-pocket costs
  • Medicare Part D costs and “donut-hole” threshold
  • Easy Medicare enrollment charts

Limited number of downloads Read more

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America’s Retirement Crisis

Despite being the largest, wealthiest, and most influential generation of Americans, baby boomers are facing one of the most serious retirement challenges in history. A combination of declining income, increased longevity, and high costs means that an increasing number of Americans face the possibility of outliving their assets.

In this white paper, you will learn…

  • The effects of the financial
Read more
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5 Costly Life Insurance Mistakes

Making a mistake with life insurance can hurt the ones you love most. Fortunately, with some advance preparation and careful thought, you can help avoid these costly errors.

Here are some of the most common life insurance pitfalls we see:

  1. Choosing the Cheapest Policy
  2. Failing to Review Your Life Insurance Regularly
  3. Naming Your Estate as Beneficiary
  4. Relying on Your Employer-Provided
Read more
retirement income strategies

Retirement Income Strategies

After a lifetime of saving, making the transition to retirement means facing a whole new set of challenges. Today’s retirees face a retirement landscape that is very different from the one their parents saw. Americans
are living longer and enjoying active lifestyles, and may need to rely on their retirement strategies for longer.

In this white paper, you will learn…Read more

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8 Timeless Principles of Investing

Markets are bound to fluctuate, but these investing principles will always apply. In this whitepaper, learn eight investing tips that will help you feel confident in your portfolio even when markets are volatile.… Read more

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2016 Tax Planning Guide

Although tax season is in April, it’s never too late to start your tax planning early. In fact, many tax advantaged strategies need to be completed by December 31st. Here is your tax planning guide for the end of 2015 and the upcoming 2016 year.

Included in this guide:

  • Tax law changes in 2016
  • What actions you can
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social security rules

6 Critical Social Security Facts Retirees Must Know – Updated With New Laws

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New Social Security Rules

Updated as of November 6, 2015

The Social Security landscape changed dramatically in 2015 when Congress abolished several advanced claiming strategies that helped retirees increase lifetime income. The new Social Security rules make it more important than ever to make informed decisions when incorporating Social Security into your overall financial strategies.

If … Read more

401k rollover

Changing Jobs? What to Do With Your Old 401(k) Plan

When transitioning jobs there are several important financial decisions that should be addressed. One in particular is figuring out what to do with your old 401(k) plan. When you leave your employer, you generally have four basic options of what you can do with your plan. You can leave the assets in the old employer’s plan if the plan permits, … Read more