How to Set up a Trust

Written by: Chuck Mattiucci | Financial Advisor Planning for the future financially means thinking ahead to how you'll live in retirement and how much money you'll need to support yourself. It also means considering what will become of your assets after your death. You might have heirs you'd like to leave a significant portion of your estate to. Estate planning[...] Continue reading

How to Protect Your Nest Egg in a Volatile Market

Written by: Nathan Boxx, AIF®, CFP® | Director of Retirement Plan Services In a perfect world, your investments' value would always increase without taking the occasional dip or dive. Reality can be a little different than the ideal, though. Investment values do increase, but they can also drop due to market changes. While risk is part of the process of investing[...] Continue reading

Top 7 Tips for Succession Planning

If you are like most business owners, your business accounts for the vast majority of your wealth. Therefore, it is vital to give it the careful planning it deserves so that you can make the most of it. Hire succession planning consultants Proper planning is a complicated, multifaceted process that is crucial to realizing the fruits of your labors and the[...] Continue reading

How Savvy Investors With $500,000+ Build Their Retirement Plan

Retirement planning is key to long-term financial security. The right retirement plan grows your wealth and creates a reliable financial cushion. Learn how savvy investors plan for retirement and apply their strategies to your plan to help achieve your retirement goals. What Is a Retirement Plan? A retirement plan includes your strategies for saving, investing and[...] Continue reading

Traditional 401(k) vs. Roth 401(k)

A 401(k) plan is essential to maximizing your retirement savings. There are two types of 401(k) contributions that can be made: a traditional 401(k) and a Roth 401(k). They are similar in many respects but have several key differences and tax implications that are important to consider. Learn more about these differences to make an informed decision about your[...] Continue reading