BLOG


We help individuals and families pursue their ideal retirements.

Roth vs. Traditional IRA: Retirement and Estate-Planning Advantages

By accountmanagers | August 24, 2021 | Comments Off on Roth vs. Traditional IRA: Retirement and Estate-Planning Advantages

It would be nice if the Roth IRA had been around long as the traditional IRA. Imagine the long-term benefits of tax-free growth throughout a 40-year career. Annual contribution limits…

Reshoring: What’s the Future for Products and Services Made in America?

By accountmanagers | August 17, 2021 | Comments Off on Reshoring: What’s the Future for Products and Services Made in America?

According to a recent survey of supply chain professionals, the COVID-19 pandemic interrupted 98% of global supply chains. Among the most disruptive supply challenges was the procurement of personal protective…

Midyear Market Outlooks

By accountmanagers | August 10, 2021 | Comments Off on Midyear Market Outlooks

In its midyear review, market analysts at Charles Schwab say that economic growth in the United States may have peaked in the second quarter of this year, and it believes…

Putting Inflation Expectations in Perspective

By accountmanagers | August 4, 2021 | Comments Off on Putting Inflation Expectations in Perspective

Historically, inflation has been highly correlated with unemployment levels. When more people were out of a job, inflation was lower. As more people got jobs, inflation increased. From an economic…

Retirement Withdrawal Strategies

By accountmanagers | July 29, 2021 | Comments Off on Retirement Withdrawal Strategies

As hard as retirement saving and investing may seem, that’s the easy part. The real challenge is figuring out how to make your accumulated savings last throughout your and your…

Demographics differing on retirement plans

By accountmanagers | July 21, 2021 | Comments Off on Demographics differing on retirement plans

According to PwC’s recent Retirement in America report, the median retirement savings among people ages 55 to 64 is $120,000. Unfortunately, that likely would provide less than $1,000 per month…

All About RMDs

By accountmanagers | July 13, 2021 | Comments Off on All About RMDs

There really is a purpose behind required minimum distributions (RMD) of tax-advantaged retirement accounts. IRAs and employer-sponsored retirement plans feature tax-deferred income contributions and earnings growth throughout the lifetime of…

How Infrastructure Spending Affects Municipal Bonds

By accountmanagers | July 6, 2021 | Comments Off on How Infrastructure Spending Affects Municipal Bonds

According to the American Society of Civil Engineers, the 10-year tab to meet the country’s basic infrastructure needs is about $6 trillion. The report, published in March, includes $125 billion…

Tax Strategies

By accountmanagers | June 29, 2021 | Comments Off on Tax Strategies

In an effort to pay for new legislation, the Biden administration has proposed higher taxes for the nation’s highest earners. The president advocates returning the top tax rate to 39.6%…

The Labor Market in the Post-Pandemic Era

By accountmanagers | June 22, 2021 | Comments Off on The Labor Market in the Post-Pandemic Era

According to the most recent Future of Jobs Report by the World Economic Forum, 50% of employees will need new skills training by 2025 as the pace of technological innovation…

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 509.662.7717