Archive for August, 2019

image of three eggs with the words IRA, ROTH, 401K

Solo 401(k) – A Great Idea for the Self-Employed

Posted on August 21st, 2019 · Posted in Blogs, Financial Planning, Retirement Planning

Learn how a solo 401(k) is great idea for the Self-Employed If you are self-employed and meet certain requirements, you… read more

A TOD Account Can Help Avoid Probate

Posted on August 15th, 2019 · Posted in Blogs, Financial Planning

Setting up a TOD account can help avoid probate and consequently be a viable quick fix when a trust hasn’t… read more

Interest rates have dipped to a 3-year low

Interest Rates Have Dipped To A 3-Year Low

Posted on August 7th, 2019 · Posted in Blogs

With the recent drop in interest rates, many have considered to refinance their mortgage. We wanted to share some key points to consider when considering a refinance.

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