Navigating college planning is much like navigating life—being informed and prepared is your best strategy. If you are a family looking to support your child(ren) in their academic pursuits, here are a few key points that will help in strategically planning for the future. Time Is of the Essence When it comes to college planning, […]
When we hear the word “retirement,” we almost synonymously think 401(k). What if you don’t have a 401(k)? Can you still invest and plan for retirement? While a 401(k) is largely the most popular and well known of retirement plans, it is not by any means the “be-all and end-all” of retirement savings. There are […]
I often get asked, “When do you plan to retire, Robin?” It’s a question that catches me off guard because I genuinely enjoy what I do. Finding solutions that enhance my clients’ financial well-being is incredibly fulfilling. I sometimes wonder, especially now that Warren Buffett has announced his retirement, if he faced the same question […]
The deadline for most individual taxpayers to file their tax return is April 15, 2025. As this date approaches, many people look for last-minute strategies to lower their taxable income and maximize savings. It’s also a great time to begin planning for the current tax year. In this article, we will provide you with crucial […]
Charles Schwab prides itself as a custodian that puts its clients first. One facet of their commitment to customer service is their user-friendly, clientele-only website, Schwab Alliance. Schwab Alliance is exclusive to clients of advisors and the website offers many features that simplify settings and updates. Below will cover four basic requests a client may […]
Last summer, I found myself in an unexpected situation while playing in a charity golf tournament. My teammates were quite competitive and knew that I had recently reached the age of retirement, thereby allowing me the distinct privilege of moving up from where I could hit my ball, often referred to as the green tees. […]
Choosing the right business structure is crucial, as it affects taxation, liability, ownership and the operations of your company. There are three main business structures that often rise to the top for many entrepreneurs. Here is your guide to the three most common and what to consider when deciding which may be right for you […]
Choosing the right retirement savings vehicle for your business can be one of the most important decisions you make as an entrepreneur. Each plan has unique features, benefits and requirements. When considering what retirement plan suits your business, you will want to analyze the administrative costs, operation restrictions, and attractiveness to potential employees. Given the […]
Don’t let life’s unexpected turns catch you unprepared. Estate planning is your safety net. While it might seem like a daunting task, the benefits of a well-crafted estate plan are significant. It’s a strategic move that ensures your assets are protected, your wishes are honored, and your loved ones are cared for, even in the […]
Medicare Open Enrollment is a crucial period for beneficiaries to review their coverage options and ensure they are enrolled in the plan that best meets their needs. Medicare Open Enrollment occurs each year from October 15th to December 7th. This annual opportunity allows individuals to make changes to their Medicare coverage, such as switching plans […]