by Ivy Pierson | Oct 26, 2022 | Business News
Year-End Strategies As we approach the end of another year, many of us are shifting our focus to the holidays. However, the final weeks of 2022 offer critical planning opportunities. Consider the below strategies by December 31 to maximize tax-savings and avoid...
by Ivy Pierson | Sep 27, 2022 | Business News
Are You Retirement-Ready? Although many people grow eager as they near retirement, this excitement is often coupled with concern surrounding retirement-readiness. In recognition of National Retirement Security Week on October 16, we encourage you to review your plan...
by Ivy Pierson | Aug 29, 2022 | Business News
Maximizing Charitable Gifts Although IRAs are a popular vehicle for charitable donates, simple mistakes may cause beneficiaries grief. If you name a charity as a beneficiary, consider these factors to help maximize the amount gifted to the organization and additional...
by Ivy Pierson | Jul 25, 2022 | Business News
Optimizing Social Security August marks the anniversary of Social Security and we encourage you to celebrate by reviewing your strategy and considering these tips to help optimize your payments.1. Know the rules. Payout is determined by your paycheck over the course...
by Ivy Pierson | Jun 30, 2022 | Business News
Mid-Year Financial Review: Are You On Track For Your Ideal Retirement? As we reach mid-year and head off on our summer vacations, it is easy to fall off track from our financial goals. Set aside time to review your plan with an advisor and make informed choices to...
