Financial Planning Services

3 Major Retirement Bills Await Senate Action
 

3 Major Retirement Bills Await Senate Action

Posted: September 16, 2019
The lives millions of Americans will experience in retirement could be shaped by three major pieces of legislation awaiting action in the Senate: the Setting Every Community Up for Retirement Enhancement Act, the Rehabilitation for Multiemployer Pensions Act, and the Retirement Security and Savings Act.



The Robo v. Human Advisor Debate: Is it a Winner-Take-All Proposition?
 

The Robo v. Human Advisor Debate: Is it a Winner-Take-All Proposition?

Posted: May 29, 2019
Can a robo truly replace or replicate a dedicated, independently certified and/ or credentialed human advisor? While it’s true a robo advisor is void of emotion, it does require a participant to have complete and total faith in the algorithm-based program.

Social Security Retirement Benefits for Married Couples
 

Social Security Retirement Benefits for Married Couples

Posted: March 14, 2019
When should we begin collecting Social Security benefits? With diligent planning and prudent advice from a CPA — their trusted adviser — married individuals may position themselves to make an informed decision.

Two Ways the 199A Deduction Has Changed Retirement Planning
 

Two Ways the 199A Deduction Has Changed Retirement Planning

Posted: February 21, 2019
The Tax Cuts and Jobs Act has created the Sec. 199A deduction, which could affect retirement-planning strategies used by business owners. For example, those who have income that is too high to qualify for the full deduction might want to contribute to retirement accounts to lower taxable income.

  Learn More

View all events