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Making Decisions About Life Insurance

Life insurance choices can be confusing.   Man is Mortal. That makes life insurance a little unique and interesting, doesn’t it? We purchase things like health insurance, car insurance and home insurance, then hope we never have a need to use them. Life insurance is...

Keep Your Life Insurance When You Retire

Some good reasons to retain it.   Do you need a life insurance policy in retirement? One school of thought says no. The kids are grown, and the need to financially insulate the household against the loss of a breadwinner has passed.   If you are thinking about...

A Wise Dentist’s Approach to Money Management

Fill in financial knowledge gaps with expert guidance Bruce Bryen, CPA Despite having sophisticated higher learning and an efficient clinical practice, many dentists wonder where the income has gone that they have worked so hard to produce. Even those dentists with...

Financial Planning with Health Insurance in Mind

How much might health care cost you someday?   “Financially speaking, what would be the worst thing that could happen to you?” If you ask a hundred people in their forties that question, you may get a dozen different answers. Some may say “my business going under” or...

Retirement Plan Options for Small Businesses

The SECURE Act and CARES Act may complicate the decision. As a small-business owner, figuring out retirement choices can be a little intimidating. How do you pick the most appropriate retirement plan for your business as well as your employees?   There are three...

The I.R.S. Has Enhanced the 2020 RMD Waivers

Investors may be eligible to “undo” certain retirement account withdrawals before September. In March, the Coronavirus Aid, Relief, and Economic Security (CARES) Act became law. It was designed to help Americans impacted by the COVID-19 pandemic.1   The new law...

Why Regular Rebalancing Makes Sense

Your investment portfolio may be off-kilter, and you may not even know it. Everyone loves a winner. If an investment is successful, most people naturally want to stick with it. But is that the best approach? It may sound counterintuitive, but it may be possible to...

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Strategic Wealth Design

2190 East Pebble Road, Suite 260
Las Vegas, NV 89123

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