Investment Planning Advisors

08/07/2024

The term 'Financial Planning' gets thrown around a lot these days. We find most people claim to have a financial plan but once they realize the full scope of financial planning, they get excited. Here are two specific examples of evaluations while constructing a financial plan.

https://investplanadvise.com/s-corporation-vs-partnership-social-security-showdown/

https://investplanadvise.com/roth-conversion-case-a-high-tax-bite-for-a-retiree-on-social-security/

02/02/2024

We assist clients with 401(k) allocations every day. My observation is 9 out 10 use a Target Date Fund because it's the default investment option. Take a minute to understand more about Target Date Funds if this is you.

Target date funds have become the dominant investment solution for employer sponsored retirement plans (401(k), 403(b), etc). In recent years, 401(k) plans have gone as far as offering them as the only investment solution available to you. So what’s the deal? Is this a good or bad thing for retire...