Jamie Hopkins

There are nearly 32 million small businesses in the United States, according to the Small Business Association. Of those, 81% are single-person entities with no employees on the payroll. According to PNC, while 60% to 70% of small business owners want to pass along

With talks of major long-term changes to retirement planning as part of the potential tax reform legislation, it’s a great time to start thinking about Roth IRA conversions.

Over the past few years, mostly since the passage of the Tax Cuts and Jobs Act (TCJA) at the end of 2017, there have been significant conversations around whether you should utilize a bunching strategy as part of your tax planning – combining large gifts, expenses or tax-efficient transfers into

Many people are retiring early. The St. Louis Federal Reserve reported that upwards of 3 million Americans retired early due to the COVID-19 pandemic. If you weren’t among that group that retired early, it’s good to remain working for a bit longer if you can for two main reasons

Retirement planning is extremely challenging because we don’t know exactly when it is going to occur or how long we will be in retirement.

These documents are an important part of a good retirement, end of life, and estate plan. Their purpose is to make sure your wishes are carried out when you aren’t able to do it yourself.

Planning is a process. It’s not the plan itself that’s crucial, but the process you take. While not for everyone, it can be helpful to lay out a process for retirement income planning.

With the passage of the SECURE 2.0 Act bill, RMD changes again loom large.

So many Americans run into unexpected health care situations, natural disasters, or other unforeseeable tragedies that also become financial tragedies.

As 55% of Americans say they don’t have enough saved for retirement, this bipartisan legislation primarily seeks to make it easier to contribute to retirement plans and use those funds appropriately for their needs in retirement.

When we focus on the why behind our goals, we are more likely to accomplish them. Shift your focus in 2024 from goals to the big picture and your why behind the goals.

In today’s shifting landscape, finances are front and center in many American households. New research shows the shifting dynamics surrounding money and women.

For many Americans, their home will represent not only their largest asset in retirement but also their largest expense.

As Bitcoin prices surge and the number of online accounts for each American continues to grow, digital asset planning is becoming increasingly important.

Do you really want advice? In life? In financial matters? Let's explore what we are seeking from others when we ask for advice.

Retirement Planning In 2025: What’s On People’s Minds

New Survey Shows Americans Don’t Know Which Digital Assets They Own

Americans consider their digital assets as very valuable but few are caring for these assets in their digital estate planning.

Housing wealth is a huge part of the American retirement picture. However, many people don't unlock the cash flow benefits of tapping into home equity in retirement.

Business owners must protect their digital assets for proper succession planning and to maximize their firm valuation.