Over time, there has been an increase in the number of employers offering employee benefit packages for their workers. As a business, you might be thinking about implementing a plan or reviewing your existing one. However, before you make any decisions, you may want to look at some of your options and some of the …
March is Women’s History Month, a month-long celebration of female empowerment1. This effort includes advocating for better representation in the workforce, pay parity and improved work-life balance. There are some specific steps that women of all ages and all stages of life may take to manage their financial future. Here are some economic challenges women …
With April’s federal tax filing and payment deadline on the horizon, Americans are dotting their i’s and crossing their t’s as they prepare for the countdown to Tax Day. But before you rush to get that return out the door, are you confident you have everything in order to make your tax filing go as …
Retirement planning may not be your idea of an exciting date night. However, retirement strategies and goals are so varied that couples in committed relationships need to set aside time to discuss plans for when they leave the workforce for good. Here are some questions to ask your significant other—and yourself—when planning for your shared …
Plan a Date for a Heart-to-Heart Couple’s Talk About Retirement Planning Read More »
Each year, Presidents’ Day is celebrated on the third Monday in February, paying tribute to George Washington, Abraham Lincoln, and the other U.S. presidents who helped create this country and allowed it to thrive. But while the earliest presidents were responsible for shaping U.S. democracy, it’s the presidents of the last 100 years who have …
3 U.S. Presidents Who Still Influence Your Retirement Planning Today Read More »
On December 20, 2022 SECURE Act 2.0 was signed into law. It’s primary objectives are to increase Americans’ retirement savings, reduce costs for employers who start new workplace retirement plans, and to promote utilization of Roth Retirement Accounts. Here’s what most Americans need to know about the bill. Required Minimum Distributions from IRAs and other …
Most types of financial accounts allow you to designate a beneficiary, from checking and savings accounts to life insurance policies, 401(k)s, IRAs, pensions, and trusts. But when was the last time you looked at your beneficiary designations across all your accounts? Do you know which of your accounts have beneficiary designations and which ones do …
Small business owners are different from the average hourly employee in a lot of ways. One often-overlooked difference is how they plan for retirement. Although small business owners may offer a classic 401(k) for their workers along with other benefits such as insurance and other perks, such a plan may not be the right option …
5 Types of Retirement Plans for Small Business Owners Read More »
In case you missed it, the price of most things we consume has increased considerably over the past year. From September 2021 to September 2022, inflation was up 8.2%; the good news is this was lower than August’s year-over-year inflation of 8.3%. November’s inflation print came in at 7.1% lower than the expectation of 7.3% …
Setting goals for a new year can feel overwhelming. We all know that resolutions don’t last, but we also feel the energy that comes with a new year of possibilities. Here’s a clearer path for setting and reaching your goals. Many of us love complex processes. Intricacies of a large spreadsheet really get our brain …
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through Independent Advisor Alliance, a Registered Investment Adviser. Independent Advisor Alliance, Rightirement Wealth Partners, and RWP Capital are separate entities from LPL Financial. LPL Form CRS
Advisors Associated with Independent Advisor Alliance may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and Investment Advisor Representatives of Independent Advisor Alliance; or (2) solely investment advisor representatives of Independent Advisor Alliance, and not affiliated with LPL Financial. Investment advice offered through Independent Advisor Alliance, and not affiliated with LPL Financial. IAA Form CRS
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, CT, FL, GA, MD, NC, NJ, NY, TX, VA.
Pursuant to CA Insurance Code Section 1726 Allen Hodys Domicile State NY – CA Insurance #2122805 William Brancaccio Domicile State NY – CA Insurance #0L02737
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
