Year-End Reminder: Tax-Planning Opportunities
Every year, U.S. taxpayers face a number of year-end deadlines which, if ignored, [...]
How Will You Invest My Money?
At Strategence Capital, our investment approach can be summed up in a simple [...]
The Importance of Updating Retirement Plan Beneficiaries
While it’s often the last step in enrolling in your employer’s retirement plan, [...]
Year-End Reminder: Consider a QCD
Taking Required Minimum Distributions? Charitably Inclined? Consider a QCD A QCD is a [...]
How Much Should I Save for Retirement?
When we meet with someone in a retirement plan, one of the first [...]
For Your Company
As the sponsor of a qualified retirement plan, you may be liable for [...]
The Importance of Time
The smart folks over at Bespoke Investment Group recently published a piece that [...]
HSA: Three (good) Strikes
This may be one of the best financial planning tools that we at [...]
How Should I Invest my Company Retirement Plan
When I meet with someone to review their employer-sponsored plan, I review four [...]
Should I make a Roth or Traditional contribution?
We work with a lot of retirement plans, and one of the most [...]