By : Brandon Mink, CRPC®
Are you confident you will achieve your future financial goals? Have you sat down with your financial advisor recently to align your financial plan with life changes?
By : Brandon Mink, CRPC®
Do I need a will? What is a trust? To answer these questions and more, one must have at least a basic level understanding of estate planning. According to Investopedia, “Estate planning is the preparation of tasks that serve to manage an individual’s asset base in the event of their incapacitation or death.
By : Brandon Mink, CRPC®
Mitigating risk starts with creating a risk management plan. Small business owners encounter multiple risks as they seek to grow their business into a successful operation. Check out another online document from our library that walks readers through some of the risks they may face and how to overcome them.
By : Brandon Mink, CRPC®
When planning for retirement, most Americans think mainly about using tax-advantaged savings vehicles like 401(k) or individual retirement accounts, while failing to consider the triple tax advantages associated with saving for future health care costs using a health savings account, or HSA.
By : Brandon Mink, CRPC®
In 2018, a married couple making more than $199,000 cannot contribute to a Roth IRA, but there is a solution, that same married couple can each make a regular (non-deductible) IRA contribution and immediately convert into a Roth IRA.