• High Net Worth Individual

    Planning for retirement is an important component of everyone’s financial planning, including that of a high-net-worth individual (HNWI). What is a high net worth individual (HNWI)? There is no industry-recognized definition for an HNWI. One of the most commonly accepted criteria is an individual with $1 million or more in investable assets, excluding real estate. ...
  • Stretch-IRA

    An IRA – or an Independent Retirement Account – is an assuring way to save money through tax-deferred earnings. Depending on the plan you chose, an IRA can help you get a step closer to your intended savings strategy for retirement.  Out of the many ways in which IRAs help us save money, the most ...