Blog Articles - Chris Price Financial Planner

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

7 things financial planning does for you

By: Michael Leanch Michael Leanch is an expert in wealth management for MassMutual. This article will ...Note the overall goal setting and prioritization that financial planning can establish for you.List the more tangible effects that financial planning can bring...

August 22, 2023

3 ways employee financial education can boost your business

By Thomas Charla Posted on Dec 2, 2020 As a business owner, you’re constantly looking to add value. You invest in innovation. You utilize models of efficiency. You follow best practices. But have you invested in...

August 8, 2023

How to Pick the RIGHT Investments in Your 401(k)

By Christopher PriceCreated on April 11, 2023 This article will… Provide a brief overview of what a 401(k) plan is. Explain the 4 factors you should consider when selecting investments for your 401(k). As an investment...

July 25, 2023