Mathew J. Ryan, MBA, CFP®, EA

There is always fluidity with tax proposals. However, it is best to have a plan in place for whatever uncertainty may lie ahead. Review your options with your financial and tax advisors.

Running a small business can be extremely difficult. Choosing the right retirement plan can be just as complicated. These retirement plans will allow for the deductibility of any employer contributions you make on the employees' behalf.

As a financial planner, my focus is on helping our clients achieve their goals, which means maximizing every dollar. This requires a complete understanding of the client's current tax situation, foresight on how their taxable income will look in future years, and some educated guessing on where tax rates may be. The goal is to pay as little tax as possible.

It’s unclear when things will be able to return to normal. So, how do you financially plan through periods of absolute uncertainty?

It's open enrollment time for your group health plan. As your company begins to present your plan choices for the coming year, understanding the confusing alphabet soup is critical. Addressing three essential items will help you pick the appropriate plan for you and your family.

As your child heads off to college, you might feel a bit of relief knowing that your job is done...at least for a few months. But if you don’t have legal medical documents in place for your child, your job just became much harder should your student be hurt or incapacitated while away from home. Read on for our advice on documents it makes sense to have in place so you can make healthcare decisions for your child should he/she be unable to.

Pensions are quickly becoming a thing of the past, but if you still have one it’s important to understand your payout options once you retire. We explore the pros and cons of both options so you can make an informed decision.

What do you think of when you hear the term “reverse mortgage”? Chances are it might not be positive. But the reverse mortgages of yesteryear are being replaced by more evolved loans that can be helpful to some. The key is to understand the changes in the newer mortgages, and then to talk with your advisor to be sure it’s a viable strategy in your comprehensive financial plan. We have the details…

With so much talk about the imposed tariffs on China, potential trade wars, and possible retaliatory tariffs on the U.S., it’s hard to know what to believe. Are we really headed for a trade war? Read on to better understand the pros and cons of the tariffs game.