by Jason Sechrist | Mar 23, 2023 | financial planning, Investments, Money
How to earn $30,000 in interest only every year in retirement While the thought of funding your retirement adequately might be daunting, if you start planning now you’ll certainly be thankful later. Retirement usually entails replacing your former annual salary...
by Jason Sechrist | Mar 16, 2023 | estate, retirement
The benefits of tax-advantaged retirement accounts like 401(k)s and IRAs are widely discussed. But don’t overlook your client’s taxable brokerage account. Free from age and income restrictions and other rules that apply to tax-advantaged vehicles, taxable accounts...
by Jason Sechrist | Mar 9, 2023 | financial planning
Overcoming the unspoken rule that money is too taboo a topic to discuss among family members is important going forward. The reality is that families, at some point, will need to be on the same page about wealth planning. What if financial planning wasn’t just a...
by Jason Sechrist | Mar 2, 2023 | estate
A complete, up-to-date plan will spare your loved ones pain and expense Estate planning is hardly the cheeriest of topics. You determine how your money and property will be handled, who will raise any minor children you have, and who will make health care and...
by Jason Sechrist | Feb 23, 2023 | financial planning, Investments
Stranded college savings plan can soon be rescued. New law lets 529 dollars roll into retirement Kids change their minds a lot, so it’s understandable parents might be nervous to lock away money in a college savings plan. After all, what if your child decides to skip...
