by lightforceadmin | Sep 13, 2024 | Retirement, Small Business
By Joey Biggerstaff, CPFA®, CRPC™ For small business owners, offering a 401(k) plan isn’t just a benefit for your employees—it’s a strategic move that can help you pursue your ideal financial future while also attracting and retaining top talent. Partnering with...
by lightforceadmin | Apr 8, 2024 | Financial Planning, Retirement
By Gerald Robinson, CFP® At LightForce Financial, our services are designed to craft a customized plan that both accounts for the cost of taxation in future years, and also optimizes your available sources of income. The advantages of the Roth IRA perfectly exemplify...
by junaidadmin | Sep 22, 2023 | Retirement
This post provides some insight as to what percentage of your portfolio should be in equities if you’re in retirement. For investors already in retirement, how well they answer that question may have big consequences for how well they reach their goals....
by junaidadmin | Jul 28, 2023 | Retirement
I’m often asked: “Is longevity a major consideration in my retirement planning process?” A little research on my part uncovered the TIAA Institute’s recent study which emphasizes an understanding of longevity is as crucial as financial literacy...
by junaidadmin | Jul 24, 2023 | Retirement
Writing in USA TODAY Blueprint Section Ashlyn B. and Hannah Alberstadt want you to imagine walking into a world of financial planning where the path to retirement is less like a perilous mountain trail and more like a leisurely park stroll. They claim that’s the...
by junaidadmin | Jun 1, 2023 | Retirement
The years leading up to retirement are among the most consequential in any person’s financial life — and nearly one-third of people choose to go it alone. A new GOBankingRates of more than 1,000 American adults found that 31% of 55- to 64-year-olds are not seeking...
