Category: Personal Financial Planning

Retirement Plans for Small Businesses

By Liang Zhao, CPA, MSA, CMA, Senior Accountant, Falco Sult As a small business owner or a sole proprietor, you have many more options when it comes…

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The Long-Term Care Trust Act: The Country’s First State Program to Help Pay for Long-term Care

By Tina Keller, Staff Accountant, Falco Sult In April 2019, Washington state made history by passing the country’s first state program to help pay for long-term care.…

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Tax-favored College Savings Plans: Finding One That Works for You

By Josie Parkhurst, Staff Accountant, Falco Sult If you have young children, the cost of college education may not yet be at the top of your priority…

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Financial Planning Starts With a Clear Vision for the Future

By Bryan Kettel, CEO, CFP®, ChFC, CLU and Chris Cahoon, CFP®, Strategic Planning Partners Financial planning starts by developing a comprehensive “discovery snapshop” of your current financial…

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Two Insurance Strategies That May Prevent Your Savings From Being Depleted by the Escalating Cost of Long-Term Care

It may be hard to fathom, but the median annual cost of a private room in a nursing home has surpassed $90,000, and the median cost of…

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