Estate Performance Advisors

Balancing financial wellness involves planning, even amid political shifts. While some may benefit from a "Trump IRA," it's vital to craft a saving strategy that meets individual needs, especially for low-income earners who may require funds earlier.

Not Everyone Will Need a Trump IRA Building retirement savings for low-income Americans is a challenging problem, because they often need their wealth before they retire. Here's how an IRA could fit in to your retirement strategy.

Planning retirement? Consider the potential impact of a 2033 Social Security benefit reduction. Stay proactive by including financial wellness strategies in your plan to secure a stable future despite looming changes.

The Coming Social Security Crisis and the Fight to Save It Over 20% of Americans are receiving Social Security. SS benefits will be reduced in 2033. What changes are being considered? How will it affect you? Read to learn more.

Defined Contribution Plans A defined contribution plan is a qualified employer-sponsored retirement plan that provides each participating employee with an individual plan account earmarked for the employee. Depending on the type of defined contribution plan, plan contributions may be made by (1) only the employer (e.g., a pro...