Blogs
Webinar Replay: The 2024 Election & How it Could Affect Your Retirement
Missed our live webinar on the 2024 election and its potential impact on your retirement? Watch the replay to gain valuable insights into key policy changes, market volatility predictions, and strategies to protect your retirement savings no matter who wins. Get expert analysis and prepare your portfolio for […]
Your approach to building wealth should be built around your goals & values.
“When you values are clear, your decisions are easier” – Roy Disney
Just what is “comprehensive financial planning?” As you build a business, invest, and save for retirement, you will no doubt hear or read about it – but what does that phrase really mean? Just what does comprehensive financial planning […]
Choosing A Beneficiary For Your IRA Or 401k
Avoid Accidentally Dis-Inheriting Loved Ones In Your Life
Selecting beneficiaries for retirement benefits is different from choosing beneficiaries for other assets such as life insurance. With retirement benefits, you need to know the impact of income tax and estate tax laws in order to select the right beneficiaries. Although taxes shouldn’t be the […]
Tax Changes That May Be Overlooked
Some alterations to the Internal Revenue Code were less publicized than others.
Provided by Scott Showers
Late last year, federal tax laws underwent sweeping changes. Nearly a year later, you can be forgiven for not keeping up with them all. Here is a look at some important (yet underrecognized) adjustments that may affect the numbers on your […]
How New Tax Laws Affect Small Businesses
A recap of the major changes impacting corporations and closely held firms.
Provided by Scott Showers
The Tax Cuts & Jobs Act changed the tax picture for business owners. Whether your company is incorporated or held closely, you must recognize how the recent adjustments to the Internal Revenue Code can potentially affect you and your workers.
How […]
Deciding What to Do with Your 401(k) Plan When You Change Jobs Or Retire
When you change jobs or retire, you need to decide what to do with the money in your 401(k) plan. Should you leave it where it is, or take it with you? Should you roll the money over into an IRA or into your new employer’s […]
These materials was prepared by MarketingPro, Inc., and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate. Please note – investing involves risk, and past performance is no guarantee of future results. The publisher is not engaged in rendering legal, accounting or other professional services. If assistance is needed, the reader is advised to engage the services of a competent professional. This information should not be construed as investment, tax or legal advice and may not be relied on for avoiding any Federal tax penalty. This is neither a solicitation nor recommendation to purchase or sell any investment or insurance product or service, and should not be relied upon as such. All indices are unmanaged and are not illustrative of any particular investment.
