“Off the Wall” Blog
Plan for Retirement
Have you filled out an online calculator survey to “find your retirement number”? Well life, like money, is complex. There are lots of moving parts. And it requires a lot more than just tallying up numbers to figure it out.
To make clear, confident decisions on your retirement plan, you need to start with a Private Wealth Design: a collaborative, creative, customized approach to turning a wealth of opinions, ideas, resources, and investments into a blueprint that represents the life you want to live.
Grab your copy below!
Articles on Retirement Planning
Retirement Plans for Business Owners
Are you one of the 62% of self-employed Americans putting your cash exclusively in a savings account, even money earmarked for retirement?1 If so, you are missing opportunities to reduce your taxes...
Finding the Silver Lining: 8 Wealth Planning Opportunities
If you’re like me, you’ve been seeking out the silver linings in these unprecedented times. Albert Einstein said it most succinctly: “In the middle of difficulty lies opportunity.” And that’s...
Three reasons it’s time to reconsider Roth conversions
The benefits of Roth conversions seem obvious: having better control over taxable income in retirement (a Roth may lessen or eliminate your required minimum distributions), possibly paying less in...
Congress CARES About Workers & Retirees
While the depth and duration of the economic impacts of this pandemic are still to be determined, Congress has created some certainty with their CARES Act, which helps wealth advisors work with...
How the New SECURE Act May Affect You
The Setting Every Community Up for Retirement Enhancement Act, better known as the SECURE Act, was signed into law on December 20, 2019. This is one of the most sweeping changes to our retirement...
8 Ways to Jump-Start Your Retirement Savings
The best advice is to start now, because time is the most important factor in preparing for retirement. Saving for retirement is a daunting task. It requires cutting back current spending in order...