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Am I saving enough?
Reading Time: 2 minutesMost people operate with the goal of saving as much as they possibly can. If you want to figure out if you are saving enough, you ...
What you need to know about the Pfizer 401k plan
Reading Time: 5 minutesPfizer is headquartered in Manhattan, New York, but it is home to many tri-state area employees. For these folks we’ve written a blog to decipher the ...
July Newsletter
Reading Time: < 1 minuteRecent inflation data shows hope. As always, please reach out with any questions. Sources Bureau of Labor Statistics. (13 June, 2023). Consumer Price Index Summary. https://www.bls.gov/news.release/cpi.nr0.htm Cox, Jeff. (13 June, 2023). CNBC. Inflation ...
How to set up an S Corp 401(k)
Reading Time: 3 minutesAccountants and CPAs often recommend that business owners use an S-Corp as the legal structure for their businesses to reduce income taxes. However, there is far ...
What roadblocks should I avoid when selling my psychiatry business
Reading Time: 3 minutesOften there’s not much said about selling a psychiatry practice. As financial advisors for therapists, we encourage you to avoid getting caught off guard as there ...
So, you’re thinking about moving from New Jersey to Florida…
Reading Time: 4 minutesWorking with retired people, a common question we get is, “Should we move from New Jersey to Florida.” Given how expensive it can get in New ...
Trusts are not just for ultra-wealthy people!
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 ...
What you need to know about solo 401(k) contribution deadlines
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 ...