Bitcoin - Should You Get In?

Bitcoin – Should You Get In?

Bitcoin and cryptocurrencies are receiving significant attention lately. I’ve noticed an increase in emails and calls from clients about this subject. Below is a summary of the key issues related to Bitcoin and cryptocurrencies. Firstly, I’ll provide background information. After that, we’ll address whether you should get in. What is Bitcoin? Bitcoin is one of […]

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2021 Retirement Plan Limits

2021 Retirement Plan Limits

2021 Retirement Plan Limits have been released by the IRS. If there’s any constant with retirement planning, it’s change. Keeping up with these changes is key to ensuring maximum benefit from your retirement plan. However, this year, there are no changes to 401(k), 403(b) and other retirement plan with the exception of SEP IRAs. If […]

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Roth IRAs: 5 Things Retirement Savers Must Know

Roth IRA – 5 Things Retirement Savers Must Know

A Roth IRA is an important part of a retirement plan portfolio and deserve a close look from those wanting to make the most of their financial planning. This powerful retirement planning tool was first introduced as part of the Taxpayer Relief Act of 1997 by then Senator William Roth, Jr. from Delaware. Prior to its introduction most retirement accounts […]

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