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How to guard against problems for your heirs

POSTED ON MARCH 11, 2024 By: Amy Fontinelle Amy Fontinelle is a personal finance writer focusing on budgeting, credit cards, mortgages, real estate, investing, and other topics. Article reference: https://blog.massmutual.com/retiring-investing/guarding-against-heir-problems How to guard against problems for your heirs...

May 21, 2024

estate planning with a financial advisor

Estate Planning – Why have a Trust

Written by Christopher Price Introduction: Estate planning is one of the six crucial aspects of financial management. A correct estate plan should ensure your assets are distributed according to your wishes after you pass away. You...

May 7, 2024

Why Start a Solo 401

Written by Christopher Price Help Secure Your Future: The Solo 401(k) Advantage for Business Owners Are you steering your business towards success but putting your own financial future on the back burner? If you're a solo...

May 7, 2024

What is estate planning and why is it important?

POSTED ON OCTOBER 20, 2023 By: Amy Fontinelle Amy Fontinelle is a personal finance writer focusing on budgeting, credit cards, mortgages, real estate, investing, and other topics. This article will ...Provide a list and overview of the basic components of...

December 6, 2023

Income tax diversification defined

This article will ...Describe how using tax diversification may allow you to potentially increase the amount of after-tax retirement income.Note the different kinds of tax-advantaged accounts and investments available to diversify your tax base.Point out how annuities and life insurance can...

November 22, 2023

What benefits are employees looking for?

This article will ... Point out the appeal of workplace benefit packages when it comes to employee recruitment and retention.Note that recent legislation has increased retirement program opportunities.Describe some of the voluntary benefits that can round out an employer’s offering to workers. ...

November 8, 2023

Asset location strategy: Tame your taxes

POSTED ON AUGUST 29, 2023 By: Shelly Gigante Shelly Gigante specializes in personal finance issues. Her work has appeared in a variety of publications and news websites. This article will ...Outline the reasons why you may be able...

October 26, 2023

Traditional to Roth IRA conversion: Should you?

POSTED ON SEPTEMBER 11, 2023 By: Eric Morrison JD*, CFP®, CTFA Wealth & Tax Strategist for MassMutual Private Wealth & Trust, MassMutual Trust Company, FSB This article will ...Explain the basics of an IRA Roth conversion and the tax advantages it...

October 11, 2023

Selling your business: Planning for the proceeds

This article will ...Discuss creating a strategy for allocating proceeds from the sale of a business.Outline the retirement funding considerations that come into play after a business sale.Note that family relations and changes in lifestyle will likely come into play when considering...

September 25, 2023