by Stephen Register | Nov 2, 2017 | Blog
A staple in retirement planning is the search for “your number.” That is, how much money do you need to accumulate in savings and investment accounts so you can afford to stop working? Life expectancy is increasing, so the amount you have when you retire might have to...
by Stephen Register | Nov 2, 2017 | Blog
The federal Small Business Administration reports that about 75% of small business owners donate some portion of their profits to charity each year. The average contribution is around 6% of earnings. Fulfilling philanthropic intentions has emotional rewards, and there...
by Stephen Register | Nov 2, 2017 | Blog
Studies indicate that savvy asset allocation may lead to long-term investment success. Individuals can find a desired mix of riskier asset classes, such as stocks, and relatively lower risk asset classes, such as bonds. Sticking with a chosen strategy might deliver...
by Stephen Register | Jun 21, 2017 | Blog
Making your retirement contributions tax efficient is one of the most important factors when planning your retirement strategy. Non-deductible contributions to an IRA may be part of that retirement plan. Workers under age 701/2 can deduct contributions to a...
by Stephen Register | Jun 21, 2017 | Blog
Medicare, the federal government’s health insurance program for people 65 and older, has four parts. Although Medicare offers good value to many seniors, high-income Medicare enrollees can pay over $5,000 a year for Part B, whereas high-income couples on Medicare can...
by Stephen Register | Jun 21, 2017 | Blog
Some people may think of prenuptial agreements as asset protection vehicles for wealthy individuals who are about to be married. When a wealthy individual gets engaged, a “prenup” can help safeguard the assets that individual brings into the marriage from passing to...
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