Financial Professional Team

Secure Your Future: 6 Tips for Estate Planning

Written by Erik Schuster, CFP® – Financial Planner – Estate planning is the process of arranging for the management and distribution of your assets after your death. It involves creating legal documents that provide instructions for your loved ones and ensure that your wishes are carried out. Basic estate planning can help protect your assets, …

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THE SECURE ACT – A Soap Opera of Tax and Estate Planning

Written by Jeff Walker, Financial Planner: There are many risks people face before and throughout retirement.  Most people understand stock market risk, healthcare risk, and inflation risk but the risk of losing wealth due to taxes is one that is often overlooked or misunderstood.  Unfortunately, understanding tax risk isn’t simple or intuitive and the reality …

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Retirement Account or Retirement Plan: What’s The Difference?

Written by Jeff Walker, Financial Planner Retirement Account or Retirement Plan: What’s The Difference? The most widely used and well-known retirement savings plan in the United States is a 401(k) plan. The term \”401(k)\” refers to Section 401(k) of the Internal Revenue Code. These types of plans allow employees to avoid taxation on their income …

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Is Your Estate Plan Up to Date?

Written by Erik Schuster CFP®, Financial Planner –  After all the effort placed into your retirement and investment plan, do you want to leave it to chance that your ultimate wishes are carried through? As they should, many families will focus all their financial planning efforts towards retirement planning. While this is one of the …

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