Welcome to The Ridgeline Review - a new blog we are rolling out to kick off 2019!
We hope you will follow along as we share ideas, industry trends, smart planning tips and more. We'd love your ideas on topics you would like to hear about. Thanks for reading!
Thursday, May 16, 2019
It's here...introducing Matt on Money, our brand-new video blog. Check out our first episode on income tax planning. https://lnkd.in/eJzH26V Matt covers: Why now is a good time for income tax planning Strategies to implement to...
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Tuesday, May 14, 2019
According to the Fidelity Retiree Health Care Cost Estimate1, the average couple retiring today needs $285,000 to cover the cost of health care in retirement. It is so important that you plan for this expense now and not wait until it...
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Friday, April 5, 2019
Employer-sponsored retirement accounts are a great way to save for retirement. A 401(k) offers tax benefits such as pre-tax contributions and tax-deferred growth. You don’t get taxed on your contributions or earnings until you...
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Thursday, March 7, 2019
A ROTH IRA is a retirement savings account that allows you to put money aside for retirement and any growth in the account is tax-free. Unlike a traditional IRA, in a ROTH IRA, you pay taxes on the front end and therefore won’t...
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Wednesday, February 13, 2019
As we approach tax season, clients frequently ask us for guidance on how to minimize their tax impact. Although you are limited in what you can do for the prior year’s return, there are some smart moves you can make now for the...
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Friday, January 18, 2019
There is something about a New Year that gets everyone thinking about improving areas of their lives. Maybe it’s a weight loss or health goal, maybe it’s a work/life balance goal, or maybe for you it’s more of a to-do...
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