The Invisible Tax
Category: Financial Planning » Retirement Planning
One of the things married couples often do not consider in their planning is what I like to call the “Invisible Tax.”
The Power of Delegation for Executives
Are you making the most of the rewards for your hard work? Your organization benefits from your time, effort, and management skills, but does your family get the most from all that effort?
Financial Planning for Women: Preparing for a Longer Life Expectancy
We continually hear that women are statistically likely to live longer than men. While there is not a one size fits all financial plan, there are a few things you can think about as a woman.
Navigating Financial Health in Retirement
Category: Financial Planning » Retirement Planning
Planning for retirement is the journey of a lifetime – a marathon, not a sprint. But what happens after you cross the finish line? Read on for more on the art and science of navigating life after the working world.
Retirement Happiness
Category: Financial Planning » Retirement Planning
What are the primary drivers of a happy retirement and overall wellness?
Three Categories of Risk for Retirement Income
Category: Financial Planning » Retirement Planning
Risks can often feel much different to retirees. The overarching risk for retirees is that something takes place that results in a permanently lower standard of living. Retirement researcher, Wade Pfau, has identified three major categories of risk for one’s income in retirement.
What if Inflation Isn’t Quite Done? | Financial Perspectives
Category: Financial Planning » Retirement Planning
This month, Kent Kramer and Caleb Brown discuss insights on how inflation could impact your financial plan and portfolio. Learn how to prepare for inflation, plan for future spending, and invest wisely for your retirement.
An Executive’s Financial Guide
Category: Financial Planning » Retirement Planning
Our eBook, An Executive's Financial Guide, can help with your road map to retirement, as we show you new ways to make use of your wealth for purposes important to you.
Who Is Your Team’s Financial General Manager
No matter what the circumstances, during the good and the difficult times, it is in our best interest to seek guidance on the most important aspects of our lives. Consider hiring a "General Manager" to help you with your finances.
Monte Carlo Analysis & Your Retirement
Category: Financial Planning » Retirement Planning
Let's look at the Monte Carlo analysis and what it has in common with your financial plan.
Med School Grads, Do These Three Things First
Category: Financial Planning » Retirement Planning
As a recent medical school graduate, resident, or doctor early in your career, there are a few key things to consider for your financial well-being. The earlier you develop a strategy for these things, the greater the benefit.
3 Key Topics You Should Know from the Retirement Enhancement Act
Category: Financial Planning » Retirement Planning
While the News headlines the impasse with split government in Washington, the trade war, immigration, and the growing field of contenders for the White House, a substantial change in retirement plans is making its way through Congress.
IRS Allows for Reversal of 2020 RMDs
Category: Financial Planning » Retirement Planning
In late June, the IRS announced RMDs would be able to be reversed from any account requiring them through August 31st. Since the IRS is allowing this, it presents a potential tax planning opportunity.
SECURE Act Signed Into Law. How Will This Impact Your Plan?
Category: Financial Planning » Retirement Planning
In December 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement (SECURE) Act into law. Will it affect you?
Let’s Make 2023 a Year of Savings Inflation
Category: Financial Planning » Retirement Planning
The rising cost of living recently has led the IRS to raise the 2023 contribution limits for employees with 401(k), 403(b), most 457 plans, and the federal government's Thrift Savings Plan.
Happy 401(k) Day! Yes, It’s a Holiday!
Category: Financial Planning » Retirement Planning
Happy National 401(k) Day! As we take today to celebrate 401k’s, it’s important to consider the increasing challenges employees in our country face when it comes to retirement readiness.
Things You Can Do Today to Be Ready for Retirement
Category: Financial Planning » Retirement Planning
We often see a lot in the news about how many people aren’t prepared for retirement. But saving for retirement in a 401k doesn’t have to be scary or complicated.
Secure Act 2.0 Offers a New Retirement “Lost & Found”
Category: Financial Planning » Retirement Planning
A few weeks ago, my colleague, Matt Moklestad, shared a blog about 8 changes from the SECURE Act 2.0. While many of the changes in this legislation are beneficial for employers, there is a lot in this act that is also going to be very beneficial for plan participants.
Retirement Planning: Understanding Your Options | Financial Perspectives
Category: Financial Planning » Retirement Planning
Retirement planning can seem daunting, but it doesn’t have to be. This week, Matt Moklestad and Geoff Christy from Foster Group's Institutional team have a conversation around the retirement plan landscape: what are common questions and what possible actions could you take regarding your plan.
Balance Sheet Liquidity: What Is It? How Do I Approach It?
Category: Financial Planning » Retirement Planning
I am extremely fortunate to work with many different types of clients. Some of my favorite clients are the owners of privately owned businesses. There are always opportunities to have conversations that go well beyond managing investments.