Is the Traditional Bypass Trust Outdated?

Many early-retirement Boomers feel comfortable that their estate plan is in order, having put their estate plan in place when they had younger children. With adult children and the increase in the estate and gift tax exemption amounts…

Will I Outlive My Assets?

Running out of money is often cited as the biggest fear of retirees. Most investment and financial advice has traditionally been focused on the accumulation phase (growing assets before retirement). But, with the elimination…

5 Retirement Strategies for Small Business Owners

We work with small business owners all the time. The entrepreneurial spirit runs through them all, and their passion for their businesses is evident each time we meet.  Most spend the waking hours of their day working on their business and trying to improve their craft in order to help their customers, their employees and their business succeed…

New Tax Legislation and Individual Financial Planning Strategies

Admittedly, the US tax code is confusing enough for most of us to keep track of on a yearly basis. Late last fall you likely heard or were following proposed legislations and versions of the Tax Cuts and Jobs Act (TCJA) bill. Both the House and the Senate each had their respective agenda and proposed numerous iterations and edits along the way…

The Ins and Outs of Health Savings Accounts (HSAs)

Regardless of what comes out of Congress with regard to the Healthcare Bill, we know that healthcare costs will continue to be significant for retirees. One of the most efficient and valuable ways to help pay for these expenses are through health savings accounts (HSAs)…

Sorting Through the Medicare Alphabet Soup

One of the topics at the forefront of retirees’ minds is healthcare. In the 1960s the government started the national social insurance program called Medicare to help retirees subsidize healthcare expenses in retirement. It is well publicized that the cost of healthcare has been rapidly outpacing inflation over the last two decades, and navigating this complex system and understanding how each part of Medicare works has become more important than ever…

Planning for Health Care Costs in Retirement

According to the Employee Benefit Research Institute’s 2016 Retirement Confidence Survey, just 27% of workers and 37% of retirees have estimated how much they would likely need for retirement health expenses. This is somewhat surprising…

An Investor’s Year-End Wrap Up & Tax Prep

As we get ready to close out another year, it is essential to make sure that we have reviewed our checklists as investors and get ready for tax season. The following are some things to be aware of as you approach year-end and strategies…


We tap into the vast knowledge and experience within our organization to provide you with monthly content on topics and ideas that drive and challenge your company every day.

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