Tag: retirement plan

Do We Need to Update Your Estate Plan Strategy?

Strategies to Enhance Your Success By Cory Howes Estate planning is complex and continually evolving. That’s why our team is committed to staying up-to-date on the newest and best strategies that can be… Read More

Retirement Planning for Business Owners

For many employees, saving for retirement is usually a matter of simply participating in their employer’s 401(k) plan and perhaps opening an IRA for some extra savings. When you’re the owner of a business,… Read More

Protecting Your Children’s Inheritance after Your Divorce

Beth’s divorce from her husband was recently finalized. Her most valuable assets are her retirement plan at work and her life insurance policy. She updated the beneficiary designations on both to be her two… Read More

WANT TO GIVE YOUR KIDS AN EARLY INHERITANCE? HERE ARE FOUR CONSIDERATIONS

By Cory Howes If you’re thinking about giving your children their inheritance early, you’re not alone. A recent Merrill Lynch study suggests that nearly two-thirds of people over the age of 50… Read More