Are You Retirement Ready in 2024?
It’s 2024, and the world is changing fast – perhaps a bit too fast. Wouldn’t…
The Sequence of Returns Risk
As you approach retirement, you have a difficult decision to make – reallocate your assets…
Succession Planning for CPAs
Eventually, you’ll come to the day when it’s time to hang up your accounting hat…
A Small Business Owner’s Guide to a Tax-Efficient Retirement
As a small business owner and CPA, you understand the importance of saving for retirement.…
When and Why to Rollover your IRA or 401(K) into an Annuity
While saving for retirement, you may have heard of rolling over your IRA or 401(K)…
Maximizing Your Generosity Before TCJA Sunsets
As the year draws to a close and the spirit of giving is in the…
Is Your Estate Ready for the Post-TCJA Era?
You’ve worked hard to build up your accounting practice. Decades of hard work have translated…
Annuities vs Life Insurance: What’s the Difference?
You want to plan for retirement, yet there are so many uncertainties – life expectancy,…
New MYGA Annuity Rates: How CPAs Can Benefit
Attention all CPAs looking to bolster their long-term financial strategy: Sweeping changes have been made…
Understanding Spousal Survivor Benefits for CPAs
Nobody wants to experience it, but unfortunately, some of us will: the loss of a…
The Intersection of Investments and Insurance
Retirement planning often feels like sailing between two essential points—growth and security. While investments offer…
When (And When Not) to Consolidate Retirement Accounts
According to the U.S. Census Bureau, about 35% of working-age individuals have a 401(K), 403(B)…
