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Financial Planning Dentist

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Account Types: 401(k)

The ‘Standard’ Employee Retirement Plan Annual Contribution Max: $19,500 or $26,000 if over 50 years old.  Why we like 401(k) plans: An easy option if you’re an employee Automatic Enrollment Can have Employer matching contributions High contribution limits for employees when compared to a Traditional IRA, Simple IRA or Roth

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Kevin Taylor

Divorce Playbook: Adequately insure any payments in the divorce settlement

Often overlooked during the divorce, and somewhat difficult to remedy after the divorce is using insurance to back up any financial agreements you come to. Alimony, child support, college tuition, and property settlements are all insurable interests you have in your ex-spouse after a divorce. It’s important to confirm in

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