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. ...
Retirement Tag
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?...
19 Apr The Negativity Narrative: Financial Media Doesn’t Make Money on Good News
If you're looking for a reason to sell stocks, you can find one on the news. Learn to cut through the noise, be aware of the motives, and understand that financial advice is a personal experience, not a reaction to economic happenings....
13 Apr VIDEO: How much money do you need to retire?
Join Managing Partner Ian Hamre and analyst Tyler Hillyer as they discuss the top questions of the month regarding the markets and financial planning strategies....
12 Apr Sophomore Year Retirement Blues
How are you going to occupy your time in retirement? In our experience, successful retirees have a plan to stay engaged, entertain themselves, and get active. Retirement is not a finish line, it's a fresh start. ...
05 Apr Estate Planning: Streamlining the Transition
You’ve worked hard to build a life for yourself and the people you share it with. To make sure your wishes – both for yourself and everyone you care for – are carried out, it’s important to put some thought into your estate planning....
01 Mar 2022 | Value Your Business Like It’s Your Retirement Plan, Because it Is.
The sale of your business could be the cornerstone of your retirement savings. When looking to sell, buck the traditional line of thinking and start with the end number in mind: How much money do I need to fund the retirement of my dreams? ...
15 Feb 2022 | Spousal IRA: A Strategy for Tax-Advantaged SavingS
A spousal IRA expands the retirement savings toolkit and can help lower taxes during working years. If you and your spouse both have access to an employer-sponsored 401(k) plan, retirement saving is as easy as specifying the pre-tax contribution amount to be deducted from your...
25 Jan 2022 | Healthcare in Retirement – Retiring Early and Bridging the Gap to Medicare
Early retirement may be planned or unplanned, but either way, stopping work results in big lifestyle changes. Along with losing a primary source of income, early retirement could also mean losing employer-sponsored health insurance – which can create a significant expense you may not be...