Finance

Business Owners: What's Your Plan for Retirement?

by Chad Hassinger on Dec 12, 2018

Finance, Retirement

Provided By Jeremy D. Schares, CFP®, CRPC®
Vice President of Wealth Management

If you're a small-business owner, you probably pour your heart, soul, and nearly all your money into your business. When it comes to retirement planning, do you cross your fingers and hope your business will provide the nest egg you'll need to live comfortably?

On the Road to Retirement, Beware of These Five Risks

by Chad Hassinger on Oct 18, 2018

Retirement, Finance

Provided By Jeremy D. Schares, CFP®, CRPC®
Vice President of Wealth Management

On your journey to retirement, you'll likely face many risks that have the potential to throw you off course. Following are five common challenges retirement investors face. Take some time now to review and understand them before your journey takes an unplanned detour.

Risk Adjusted Returns

by Chad Hassinger on Oct 2, 2018

Finance

By Bob Mecca, CFP®, MBA
Vice President of Wealth Management

Investors are a bit nervous about this stock market as many have expressed continuing concerns about one or several of the following: our US economy, tariff wars, international issues, terrorism, and politics just to name a few. Anyone of these or combination can torpedo stock investment returns in the short term.

Do you want to pay more taxes this year?

by Chad Hassinger on Sep 6, 2018

Finance, Tax Planning

By Steve Barrett, CFP®, AWMA®, AIF®, CPWA®
Vice President of Wealth Management

I am guessing most of you would answer “no”. In fact, I would expect everyone would like to pay less in taxes. However, the new tax law reduced many of the individual tax brackets only through December 31, 2025 (barring any action by Congress or the President). Therefore, it may make sense to pay taxes now in order to pay fewer taxes throughout your lifetime.

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