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  • About Us
    • Who We Are
    • Our Approach
    • New Client Process
  • Our Clients
  • Services
    • Investment Management
    • Financial Planning
    • Retirement Planning
    • Small Business Retirement Plans
    • Wealth Advisory Service
  • Contact Us
  • About Us
    • Who We Are
    • Our Approach
    • New Client Process
  • Our Clients
  • Services
    • Investment Management
    • Financial Planning
    • Retirement Planning
    • Small Business Retirement Plans
    • Wealth Advisory Service
  • Contact Us
6D86E40E-A026-416F-AF2F-BD71540928C8
by Matt Ward
Financial Planning
estate planning trust wills
October 10, 2019
86 likes

11 Steps to an Estate Plan

See below for a checklist 📃 to help you take care of your family by making a will, power of attorney, living will, funeral arrangements, and more. You may have heard that you need to make an “estate p

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College-Planning
by Matt Ward
Financial Planning
college planning
September 20, 2019
100 likes

Choosing the Best College Savings Account

Choosing the Best College Savings Account article by Matthew Ward, CFP®   With your kids back in school, now is the time to start planning for their college funding. Many individuals ask about th

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is-your-house-in-order
by Matt Ward
Financial Planning
September 20, 2019
82 likes

How to make a financial plan in 7 steps

How to make a financial plan in 7 steps   Whether you take the DIY route or seek professional help, creating a financial plan follows these seven steps: Set goals Track your budget Get that emplo

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stock-investing
by Matt Ward
Financial Planning
invest stocks wealthy
September 19, 2019
98 likes

Why the Wealthy love to Invest in Stocks

Why the Wealthy love to Invest in Stocks   The more money you make, the more taxes you pay — right? Not necessarily. “In general, America’s wealthy are different when it comes to tax planning bec

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inheriting-spouses-IRA
by Matt Ward
Financial Planning
inherited IRA spousal IRA rollover
August 9, 2019
92 likes

Inheriting an IRA from your Spouse? Know Your Options

You have 4 options for inheriting your spouse’s IRA. Roll over the assets into a new or existing IRA in your own name. Transfer the assets to an inherited IRA. Roll over the IRA assets into a new or e

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tax-strategies-the-wealthy-use
by Matt Ward
Financial Planning
tax strategies wealthy
August 9, 2019
85 likes

Tax Strategies the Wealthy Use

Tax Strategies the Wealthy Use Have you wondered if you are maximizing your tax savings? Well, take a look below at 5 ways the wealthy save on taxes. Warren Buffett famously noted that he pays fewer t

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elder-estate-retirement
by Matt Ward
Financial Planning
long term care
July 30, 2019
90 likes

Thinking about Long-Term Care? Consider Your Options

Thinking about Long-Term Care? Consider Your Options Your options for Long-Term Care typically are as follows: Save enough and pay privately Buy Long-Term Care insurance Qualify for Medicaid But, how

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compound-interest
by Matt Ward
Financial Planning
May 15, 2019
95 likes

The Magic of Compounding Interest

  The Magic of Compounding Interest is rewarded to the patient, disciplined investors. Take the above chart from benzinga.com that shows when an individual invests $5,000 per year for 10 years, a

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solo401k-and-sep-1
by Matt Ward
Financial Planning
SEP IRA solo 401k
May 13, 2019
84 likes

The SEP IRA or Solo 401K – Which Should You Choose?

The SEP IRA or Solo 401K – Which Should You Choose? Executive Summary: A common question many people face is whether they should set up the SEP IRA or Solo 401K if they are a 1 person firm. One must d

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traditional-vs-roth-ira
by Matt Ward
Financial Planning
May 6, 2019
71 likes

Traditional or Roth IRA – Which Should You Use?

Many individuals ask which is better, the Traditional IRA or Roth IRA. The answer to this debate is: it depends. There are 5 important considerations when choosing between the Traditional IRA and Roth

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