A good financial planner will be there to help keep you on the path to a successful life. We work with Trust & Estate attorneys who can help us protect your family and your prized possessions.

This means our partners may give advice on how you should allocate your investments, and explain how certain moves may affect your taxes or estate funds. Then it’s up to you to decide what fits into your overall goals.

Our partners are qualified financial planners trained to deal with a myriad of personal financial topics. They will assist you in planning for all types of benefits, including Retirement, 401k and long-term investments.

Any questions?

What is vesting?
Does your employer offer a retirement savings plan such as a 401(k) or profit-sharing plan? These employee benefits, and others like them, are often tied to a timeline known as a vesting schedule. The vesting schedule determines when you acquire full ownership of the benefit and can then use it as you will.

Should I contribute to my 401k plan at work?
Yes. Unless you absolutely cannot afford to set aside any money out of your monthly budget, our financial advisors always recommend contributing to your employer’s 401(k) plan. A 401(k) plan is one of the most powerful tools you can use to save for your retirement. Give us a call to set an appointment with one of our investment partners who can tell you more.

Oh no it’s January and I forgot to contribute to my IRA! Is it too late?
According to our investment partners, the IRS allows you to make your IRA contribution for a particular tax year up until April 15 of the following year. This rule applies to both traditional IRAs and Roth IRAs, giving you some flexibility in terms of the timing of your annual contribution. You can contribute a total of $5,500 to all the IRAs you own. In addition, if you’re age 50 or older, you can make an extra “catch-up” contribution of $1,000 per year.

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