Positively impact the lives of Federal Employees
with our knowledge base and skills through
successful retirement planning strategy.
Positively impact the lives of Federal Employees
with our knowledge base and skills through
successful retirement planning strategy.
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
Investing Internationally can help increase portfolio diversification and provide access to opportunities that may differ from those in the United States.
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
How Long Will Your Funds Last?
How much would your monthly lease payment be?
Compare the potential future value of tax-deferred investments to that of taxable investments.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.