8 Year-End Planning Tips That Put You in the Financial Driver’s Seat

8 Year-End Planning Tips That Put You in the Financial Driver’s Seat

8 Year-End Planning Tips That Put You in the Financial Driver’s SeatRic Komarek, CFP
Published on: 06/12/2024

The year is coming to an end. It’s time to save on taxes and set yourself up for the new year. Use this month’s post to learn year-end financial planning tips

taxretirementHealthCollege
New Comparability Profit Sharing: A Win-Win for Tax Savings and Employee Benefits

New Comparability Profit Sharing: A Win-Win for Tax Savings and Employee Benefits

New Comparability Profit Sharing: A Win-Win for Tax Savings and Employee BenefitsRic Komarek, CFP
Published on: 08/11/2024

Discover how new comparability profit-sharing plans offer dual tax advantages for businesses. Learn about income tax deductions, payroll tax savings, and flexible contribution options that benefit both employers and employees.

retirement
7 Ways to Pay for Long-Term Care

7 Ways to Pay for Long-Term Care

7 Ways to Pay for Long-Term CareRic Komarek, CFP
Published on: 06/11/2024

Most of us will need some form of long-term care at some point in our lives. I'll share some of the options for handling long-term care costs

Long term care
The Trust Trap: Why Your Retirement Accounts Don't Belong There

The Trust Trap: Why Your Retirement Accounts Don't Belong There

The Trust Trap: Why Your Retirement Accounts Don't Belong ThereRic Komarek, CFP
Published on: 30/10/2024

Thinking of putting your retirement accounts in a trust? Think again! Discover why this common mistake could cost you big time and learn smarter ways to protect your financial future. Your retirement deserves better!

retirement