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Blog

Ken Weingarten | Aug 7, 2020

Sequence Risk: How Your Retirement Withdrawals Are Affected

Retirement Planning
Investment Planning

You cannot time the market but you can time your retirement withdrawals. Sequence risk is the potential danger to periodically withdrawing funds from your

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Ken Weingarten | Jul 31, 2020

Home Equity Loans vs. HELOCs: Which is Right for You

Cash Flow Planning
Financial Planning
Debt Management

Using one’s home as collateral when taking on debt has its pros and cons. On the one hand, you may qualify for lower interest rates, but on the other hand, your

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Ken Weingarten | Jul 24, 2020

Inherited Health Savings Accounts: How Your Beneficiaries Are Affected

Retirement Planning
Healthcare
Estate Planning

The triple tax savings benefits of Health Savings Accounts (HSA) make it an attractive savings option, not only for medical expenses but for potential

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Ken Weingarten | Jul 17, 2020

Social Security Benefits While Working: How Are Your Benefits Affected

Social Security
Retirement Planning

Social Security benefits are a staple of funding one’s retirement needs. However, these benefits along with your life savings may not be enough to fund your

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Ken Weingarten | Jul 10, 2020

Tax Cliffs: How $1 More Can Affect Your Tax Planning

Tax Planning

Most tax planning scenarios fall under a gradual income system where incremental increases to income trigger minor tax consequences. Tax cliffs, however, follow

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Ken Weingarten | Jul 2, 2020

RMD Waivers & RMD Rollovers for 2020: What the New IRS Guidelines Mean for You

Tax Planning

Earlier this year, the CARES Act eliminated Required Minimum Distributions from retirement accounts as a way to provide relief to investors by giving their

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Ken Weingarten | Jun 25, 2020

Retirement Planning Considerations Part 4: Tax Planning and Long-Term Planning

Retirement Planning
Tax Planning
Estate Planning

Retirement Planning Considerations: Tax Planning and Long-Term Planning

As part of our 4-part blog series (click to read Part 1, Part 2, Part 3), we went over

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Ken Weingarten | Jun 19, 2020

Retirement Planning Considerations Part 3: Assets & Liabilities

Retirement Planning
Asset Allocation
Investment Planning

As part of our 4-part blog series (click to read Part 1 and Part 2), we went over common considerations and questions to ask yourself when planning for

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Ken Weingarten | Jun 15, 2020

Retirement Planning Considerations Part 2: Health Insurance

Retirement Planning
Healthcare
Medicare

In our 4-part blog series (click here to read Part 1), we went over common considerations and questions to ask yourself when planning for retirement. In this

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Ken Weingarten | Jun 4, 2020

Retirement Planning Considerations Part 1: Cash Flows

Retirement Planning
Cash Flows

Planning for retirement is a complex process. There are various factors to consider to confidently answer the simple question, “Do I have enough to retire?”

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Ken Weingarten | Jun 2, 2020

Growth vs Value: Short-Term Takeaways for Long-Term Returns

Investment Planning

Over the past decade, the battle between growth stocks and value stocks have been one-sided. Growth has outperformed value, especially during 2019, which has

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Ken Weingarten | May 21, 2020

Doubly Good College Savings

Education
Savings

(Note: This guest post is written by Joanne Dashiell from the Private College 529 Network. More information about Private 529 Plans can be found here (https:/

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