by | | Company News, Financial Planning
Financial Planning – Charitable Giving “The best way to find yourself is to lose yourself in the service of others.” – Mahatma Ghandi End of the year financial planning usually entails a conversation about income taxes and some degree of tax planning. Among the...
by | | Company News, Financial Planning
Financial Planning – Sandwich Generation If you are a Baby Boomer or a Gen X’er, chances are you are feeling the squeeze between your kids and your parents/your grandparents. If it provides any comfort, you are not alone. It is estimated that there are 15 to 24...
by | | Featured Posts, Retirement Investing
Looking to establish a retirement plan for your company? There are several options to consider such as a 401(k), Safe Harbor 401(k), Profit Sharing Plan, Simplified Employee Pension (SEP), Simple IRA and 403(b). The most popular type of qualified retirement plans is...
