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Gen X and younger generations fear that Social Security retirement benefits will be obsolete by the time they reach retirement age. This is, of course, unfair because they are paying into the program. Given the program’s outlook, this is a reasonable concern. Even though Social Security likely won’t comprise a huge portion of your retirement…
Jonathan M. Gardey, MBA, CFA®, CFP® President and Chief Executive Officer Why Setting Up Two-Factor Authentication is One of the Top Financial Moves for Business Owners As financial advisors, we dole out financial advice daily. But sometimes, that advice has nothing to do with stocks and portfolios. A sound financial plan includes several items that…
Melissa A. Seamon, CFP® Senior Financial Advisor Reducing Taxable Income with Qualified Charitable IRA Distributions (QCDs) A key issue facing many retirees is having to take required minimum distributions (RMDs) starting at age 72, regardless of whether they need the income. RMDs must be taken from most qualified defined contribution plans such as 401(k)’s,…
Jonathan M. Gardey, MBA, CFA®, CFP® President and Chief Executive Officer Have you turned your hobby into a side hustle? Or perhaps grown your side hustle into a full-time gig? If so, you’re not alone. The pandemic drastically changed the way the world works and operates. In fact, according to U.S. Census data,…
Jon Gardey President & CEO How many times have you heard someone say, “Wow! I really wish I had saved less for retirement!”? If I ever do hear it, it will certainly be a first for me. That’s because accumulating enough wealth to live comfortably in retirement is no simple feat. Typically, folks are…