retirement income + distribution planning

Most investment and financial advice has traditionally been focused on the accumulation phase (growing assets before retirement). But with the elimination of traditional pension plans and increased life expectancies, retirees are now finding that the distribution phase (spending down assets in retirement) is far more complex and requires a skill-set that neither they nor their financial advisor may possess. This seminar, led by Joe Hefflinger and Nick Hall of Lutz Financial, will highlight the key components of a successful retirement income and distribution plan as well as specific strategies to consider.



Financial Market Update + 1.21.2020

Financial Market Update + 1.21.2020

By all accounts, 2019 was an excellent year for investors. Unless you hid your cash in your mattress, you likely earned a positive return on investment. Even if you hid your cash, you still didn’t lose money…

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5 Tax Tips for Manufacturers

5 Tax Tips for Manufacturers

The manufacturing industry creates millions of jobs for the citizens and pays billions of dollars in taxes to the government. In return, the IRS rewards manufacturers with numerous tax benefits…

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Interviewing 101

Interviewing 101

Interviews are a necessary part of the job application process, but they can often feel like a lot of pressure. Even many experienced interviewees still struggle with this portion. The interview is often the first time you’ll meet…

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