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Reading Time: 2 minutesIn our travels we are constantly finding that the people around us seem to have no idea what a trust actually is. The term “trust fund baby” led many to believe that trusts are just for the ultrawealthy – and in reality, this is not the case. Do you have a trust? And more importantly

Reading Time: 5 minutesMost people think a solo 401(k) is just a place for self-employed people to stuff a bunch of cash to save for retirement. We see much more dimensionality to it! In this article, we’ll cover what the solo 401(k) deadlines are, and other basic information. But more importantly, we’ll discuss how to use these vehicles

Reading Time: 4 minutesIt’s common to see the merits of employer paid life insurance to be overestimated by the working population. In this article, we decipher the commonly misheld beliefs and provide clarity as to the differences between employer and private life insurance, how much is enough, and what to do if you need to cover the gap.

Reading Time: 3 minutesMany 401(k) plans hold target date funds as a way to help their employees accumulate funds for retirement. However, as the fund approaches its end date, what is the investor to do? Let’s talk about one particular case, the 2030 target date fund, in this blog. Before we get into the blog, we are financial