Beyond the 401k: Savings Opportunities You Might Not Have Considered
401(k) plans are valuable tools for employees at all income levels, but physicians often face limits on how much they can contribute, relative to their earnings. As a result, many doctors need additional strategies to build sufficient retirement savings and maintain their lifestyle after their work career. These strategies generally fall into two categories: tax […]
WATCH: Do I Need a Trust?
In December’s webinar, Frank Yozwiak and Andy Renolds answer the common question: “Should I have a trust? Should my estate plan include this?” They answer everything from the basics (“What is a trust?”) to how you can implement it into your financial plan. Watch the conversation above for more! Want More? Sign […]
Directed Corporate Trustees – An Option for Trust Beneficiaries
As pensions have largely been eliminated within the private sector, generational wealth accumulation continues to be a phenomenon impacting more and more families. Whether it be an accumulation of retirement assets, a business sale, or family generational wealth, a large amount of assets has been passed from one generation to the next. Over the next […]
Is it Time to Cash in I-Bonds?
The golden deal of I Bonds has subsided. Watch Cameron here: https://youtube.com/shorts/HbPnqumYc9Q?feature=share As I make my way about town this week and enjoy the wonderful palette displayed by sycamores, maples, poplars, and oaks in Lexington, I’m reminded of Robert Frost’s poem, “Nothing Gold Can Stay,” which was originally published in October 1923 in the […]