Articles

estate planning with a financial advisor

Estate Planning – Why have a Trust

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...

May 7, 2024

Why Start a Solo 401

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...

May 7, 2024

What is estate planning and why is it important?

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...

December 6, 2023

Income tax diversification defined

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...

November 22, 2023

What benefits are employees looking for?

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...

November 8, 2023

Asset location strategy: Tame your taxes

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...

October 26, 2023

Traditional to Roth IRA conversion: Should you?

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...

October 11, 2023

Selling your business: Planning for the proceeds

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...

September 25, 2023

7 things financial planning does for you

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...

August 22, 2023