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Financial Planning » Is Now the Time to Sell Your Business?
May 13, 2021 | Financial Planning
This article was written in collaboration with John Hawkins of Paramax Corp. John Hawkins’ 30+ year career incorporates a wide range of experiences including roles as an owner/operator of several successful privately held companies, senior executive of a publicly traded corporation, and …
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All AudiencesFinancial Planning » Six Steps to Getting Your Financial Plan in Order
April 26, 2021 | Financial Planning
For 17 years, April has been known as Financial Literacy Month: an opportunity to develop a greater understanding of financial concepts to reflect on your current situation. While we all understand that financial literacy is important, actually following through and completing your financial …
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All AudiencesFinancial Planning » 12 Actionable Tips Before Year-End
December 17, 2020 | Tax Planning
With the holidays just around the corner, many of us are ready to ‘close the books’ on this year and move on to 2021. Even if we feel like looking ahead, the final few weeks of the year is a great time to take stock of your finances and consider some simple steps that may meaningfully improve …
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Individuals
Financial Planning » Long-Term Care Month: The Costs
December 07, 2020 | Retirement Plans
Long-Term Care (LTC) not only requires logistical planning, but also careful cost consideration. In our last post, we detailed the specifics of who may need LTC and what kind, and now we’re digging into the cost of preparing yourselves for these types of substantial costs. Based on information …
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IndividualsFinancial Planning » Long-Term Care Month: What You Need to Know
November 25, 2020 | Retirement Plans
November is National Long-Term Care Awareness Month. With the holiday season right around the corner and many discussions to be had around the dinner table (or Zoom call) with your loved ones, now is the perfect time to learn about long-term care and begin the conversation with your family. …
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Individuals
Financial Planning » Turning 65 and Still Working? What You Should Know About Medicare Enrollment
September 27, 2019 | Financial Planning
Although Medicare Open Enrollment is right around the corner, starting October 15, 2019 and running through December 7, 2019, if you aren’t yet 65 (or even if you’re close to it) this is not the period in which you need to sign up. In fact, the process for initial enrollment in Medicare is …
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IndividualsFinancial Planning » Webinar: How Near-Sighted Investment Decisions Can Impact Your Future
May 23, 2019 | Financial Planning
Planning for retirement can be a daunting task, especially for investors who have taken a more hands-on approach to managing their investments. In this webinar, we discuss the importance of understanding the impact investment decisions made today can have on your future. Our …
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IndividualsLibrary » Foundations, Volume Three
April 10, 2019 | Investment Themes
In our third edition of Foundations we take a closer look at a variety of topics impacting union members.
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Taft-Hartley
Financial Planning » 2019 Contribution Limits: What You Need to Know
February 26, 2019 | Tax Planning
As many people are planning for their 2019 tax strategy, the IRS has released details about how much can be saved in tax-deferred accounts this year. I’m happy to report that contributions to most types of retirement accounts will be increasing – changes over recent years have been fairly modest. …
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IndividualsLibrary » Foundations, Volume Two
October 03, 2018 | Investment Themes
In our second edition of Foundations we take a deep dive into retirement planning tips and tricks, the current bull run, and the effects of the steel and aluminum trade tariffs. Download your copy »
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Taft-Hartley