20 Sep Inherited 401(K): A guide for Beneficiaries
You just inherited a 401(k) or IRA. Now what? We provide essential background on rules, distribution options, and tax impact of managing this new account. ...
Author: Ian Hamre
12 Sep Turning a Down Market into an Opportunity
Asset prices are significantly down from recent highs. While looking at retirement or other investment account statements may not be the gratifying experience of last year, there are tactical strategies investors can take advantage of....
28 Jun Monetize Your Practice by Adding a Cash Balance Plan
Cash balance retirement plans could be an excellent way for medical practices & small business owners to maximize retirement & tax savings. ...
21 Jun Financial Health – Mid-Year 2022 Check-Up
Summer is officially here. It's a good idea to take stock of your financial picture and make updates where necessary. Below are a few things you should consider to keep your plan in shape....
31 May VIDEO: Market Correction PlayBook
Special episode of the Leaders' Way to Wealth video series is live on YouTube: Market Correction Playbook. How to handle your portfolio when the market is down more than 10%. ...
24 May Avoiding the Medicare Surcharge: What You Need to Know About IRMAA
Your investment and retirement income an have an immense impact on your Medicare premiums. How should you manage this?...
18 May Where does the economy stand, and how will it affect your stocks?
You've likely read about The Fed, inflation, labor markets, and GDP recently. This is a lot to take in, especially when none of these topics help answer the pivotal question investors are asking: How will this economy affect my investment portfolio? ...
09 May Sentara Healthcare Benefits: What you Need to Know
We’ve had the opportunity to evaluate Sentara Healthcare’s retirement and insurance benefits for many clients and prospects over the years and thought it would be helpful to provide a brief overview of what you can expect and how to take full advantage of them....
03 May Should you Invest in Rental Property or the Stock Market?
Thinking about real estate investments in the same terms as any other investment can help you make the right decision to keep your portfolio on track with your long-term goals. ...
26 Apr A Guide for Blended Family Finances
Blending finances as part of a second marriage are critical to ensuring that everyone's needs are met, now and in the future. It can be challenging to initiate these conversations and create suitable structures to implement a plan, but working with a financial advisor who...