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Checklist: Financial Milestones for College Planning

The days of getting a summer job to put yourself through college are long gone. An education costs more than ever – but it still pays to have one. Our downloadable guide acts as a checklist that explains how you can help them prepare for this passage into adulthood. We’ll look at financial goals and insights for:

  • Birth to 1st grade
  • Elementary Years through Early High School
  • Junior and Senior Year of High School
  • College and Beyond!

Fill out the form below to download your copy:

Download the checklist today to get started.

Resources

Retirement Plans for Small Business: Comparison Chart

401(k), SEP, Simple, Defined Benefit, rollovers, conversions, pre-tax, post-tax – there’s a lot to think about when it comes to retirement plans. This gets even more complex as a small business owner when you’re on the other side of the table.

We put together this comparison chart, which looks at the ideal business for each plan, the guidelines for employers and employees, and access to the assets. Clarity in this process is essential. Fill in the form below to download the chart and start the process!

Download the checklist today to get started.

Resources

10 Questions to Determine if Your Advisor Meets Standards

You may be in isolation, but that doesn’t mean you’re alone. Your team of professionals – from your advisor, to your insurance providers, to your bank – should be going to work for you in these unprecedented times.

But how do you know if you’re receiving the value you should from your financial advisor? We put together 10 questions to help you determine how much value you’re receiving from your advisor.

Download the questions today to get started.

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Four Ways the CARES Act Can Help Your Business

From loans to tax breaks to credits, the CARES Act attempts to provide relief to small- and medium-sized businesses. As unemployment numbers reach an all-time high, the government is looking for ways to keep Americans employed by helping employers meet payroll.

We cover each in our guide on the “Four Ways the CARES Act Can Help Your Business.” Each provision has its own purpose, and if you utilize some areas, you may not be eligible for others. So take note of what each provision offers to determine which is right for your business.

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CARES Act Summarized

As the stock market hit its lowest returns since the 2008 Financial Crisis, the government stepped in in an attempt to boost the economy. The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) produces roughly $2 trillion in relief funding, tax breaks and loans for individual Americans and businesses impacted by the COVID-19 virus.

After reading this guide, you’ll walk away with a firm understanding of how the CARES Act impacts you – and how it’s shaped to help the overall economy.

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Coronavirus and the Markets

The coronavirus (COVID-19) has spread quickly across the globe. The concerns have created a “bear market” as the S&P 500 dropped more than 20% from its highs in just over three weeks.

This guide explains why it’s crucial to control the disease now, its economic impact and key market lessons.

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10 Tax Tips

CPAs and the online programs you might use come tax time specialize in preparing your taxes — not tax planning. Think bigger than year to year. Tax planning takes into account the larger picture of your investments, assets, estate strategy and other parts of life to protect your finances over decades.

Our resource “10 Tax Planning Tips Your CPA Might Have Missed” breaks down this complex discussion into concrete, actionable items that can help you think strategically about taxes.

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Making Sense of RMDs

The SECURE Act will impact millions of Americans who will inherit or leave behind a retirement account. Effective Jan. 1, 2020, the required minimum distributions on these accounts is 10 years – meaning you’ll likely need to adjust how much you withdraw annually as compared to the previous rules.

Learn the full impact on your RMDs by downloading our “Making Sense of RMDs” whitepaper.

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From Tax Efficiency to Retirement: Financial Planning for Small Business Owners

Financial planning for a small business gets more complicated every day. Business owners must navigate tax efficiency (and life under the new Tax Cuts and Jobs Act), retirement preparations for yourself and your employees, and succession planning. Get your financial plan in place today and prepare for what tomorrow brings with our guide to financial planning for small business owners.

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Divorce Planning

There’s no question divorce is one of the most stressful and emotionally- charged experiences people may encounter in their adult lives. However, it is possible to get through a divorce with your self-esteem, finances and future intact. The key is careful and deliberate planning.

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