facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Committed to Your Financial Well-Being. Growing Wealth, Not Fees.

Insights and Blog

 

2022 Contribution Limits Thumbnail

2022 Contribution Limits

Preparing for retirement just got a little more financial wiggle room. The Internal Revenue Service (I.R.S.) announced new contribution limits for 2022. Take a look at the new limits to see if these increases apply to your retirement strategy.

Continue Here
Estate Taxes May Be Amended Soon Thumbnail

Estate Taxes May Be Amended Soon

Right now, Congress is considering a number of tax law changes, including an adjustment to current estate tax law to help pay for the Build Back Better Plan. This article examines current estate taxes and cautions against any sudden...

Continue Here
Are Capital Gains Taxes Changing? Thumbnail

Are Capital Gains Taxes Changing?

There are a lot of questions about President Biden’s Build Back Better plan and potential tax law changes, including an adjustment to capital gains taxes. Many ideas are being considered as legislators look for ways to...

Continue Here
A Guide to 401(k) In-Service Withdrawals Thumbnail

A Guide to 401(k) In-Service Withdrawals

Can you withdraw money from your 401(k) while you are still employed? Not everyone should; not everyone can. However, if you can, it may mean that you can effectively implement a part of your retirement income strategy before you retire. If your 401(k) permits it, you may have the opportunity to take an...

Continue Here
Evidence-Based Advice Thumbnail

Evidence-Based Advice

Not all investment strategies are created equal, so it should come as no surprise that the financial industry is rife with differing opinions. However, research and science have shown that, over time, the Evidence-based (EB) approach is superior to both the typical passive and active approaches.

Continue Here
The Complexity-Based Fee Model Thumbnail

The Complexity-Based Fee Model

With so many individuals in the industry claiming to be “financial advisors,” it can be difficult to differentiate between those who will truly provide objective advice and those who are more concerned with bolstering their own bottom line. Fortunately, understanding how your advisor is compensated will...

Continue Here
A Digital Detox Could Improve Your Finances Thumbnail

A Digital Detox Could Improve Your Finances

Smartphone usage increased dramatically during the pandemic as more people lost their jobs, were furloughed, or adhered to stay-at-home orders. On the one hand, this was to be expected as virtual communication became the only way sales professionals continued to conduct business outside...

Continue Here
Investors Without a Financial Advisor Typically Tank Thumbnail

Investors Without a Financial Advisor Typically Tank

Money doesn’t make decisions. People do. This is a refrain commonly heard in the financial community when referring to investor behavior. Whether it’s budgeting, saving, or overspending, emotions are significant drivers for our behavior. But, what most solo investors don’t generally understand is...

Continue Here
Choosing the Right Investment Vehicles Thumbnail

Choosing the Right Investment Vehicles

Saving and investing for the future can be a bit more complex for high-income sales professionals than for the average working professional. Sales professionals are tasked with aligning their savings goals with a potentially fluctuating cash flow and also working their non-cash compensation...

Continue Here
6 Behavioral Finance Must-Reads Thumbnail

6 Behavioral Finance Must-Reads

For many, it can be a challenge to keep their emotions in check when it comes to investing. Staying steady as you watch the holdings you’ve invested in rise and fall can take some serious self-restraint. This is particularly challenging for competitive Sales Professionals who are typically focused...

Continue Here