top of page

Retirement Planning Group:Retirement and Estate Planning. Executive & Employee Benefits.

  • LinkedIn

Articles

Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.

Simply click on one of the general financial topics below and you'll find a selection of easy-to-understand information sheets about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.

Cash Management

A sound cash management program uses a disciplined approach: accounting, analysis, allocation, and adjustment.

Cash Management

Here are some smart ways to refinance your home.

Cash Management

There are numerous investment alternatives available to help provide liquidity.

Cash Management

It's important to understand the options, such as financial aid grant programs, when having to pay for college.

Estates & Trusts

A living trust can help control the distribution of your estate upon death.

Estates & Trusts

Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.

Estates & Trusts

Sole ownership, joint tenancy, tenancy in common, and community property have special benefits for property owners.

Estates & Trusts

One estate planning strategy that families with closely held businesses could consider is the family limited partnership.

Investing

529 plans are tax-advantaged savings plans that generally allow people of any income level to contribute.

Retirement

If you do not participate in an employer-sponsored retirement plan, you might consider a traditional IRA.

Retirement

401(k) employer-sponsored retirement plans have many benefits, including that the funds accumulate tax-deferred.

Retirement

Tax-deferred retirement plans for self-employed individuals have higher contribution limits than IRAs.

Retirement

Qualified Roth IRA distributions in retirement are free of federal income tax and aren’t included in gross income.

Risk Management

Several factors could undermine the financial security provided by the proceeds of your life insurance policy.

Risk Management

To help you choose insurance wisely, determine how much coverage and what kind of policy is best for your situation.

Tax Planning

Want to keep more of your mutual fund profits? You may be interested in strategies to help lower your tax liability.

Tax Planning

IRAs and employer-sponsored retirement plans are subject to annual contribution limits set by the federal government.

Tax Planning

Required minimum distribution is the annual amount that must be withdrawn from a qualified retirement plan/account.

bottom of page
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck