strategy


5 Steps to a Successful NUA transaction

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Retirees who own their employer’s stock in their 401(k) plan have the potential for huge   

Asset Allocation May Be the Most Important Investment Decision You’ll Make

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The goal of asset allocation is to reduce risk and create diversification by dividing assets among the major classes and sub classes of stocks, bonds, and cash.

High Earners: Maximize Your 401(k) Match Using This Simple Tool

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Don’t leave money on the table.

8 Investment Decisions That Can Have a Huge Impact on Your Taxes

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No one wants to think about 2014 tax planning when the 2013 tax season is   

The Trifecta in Roth IRAs

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Improve your odds of achieving financial independence by investigating these strategies now.

What’s Your Strategy to Defeat Inflation?

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I’m often asked what is the biggest threat people face in retirement. There are many   

Finding a Balance Between Tax and Investment Decisions

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Don’t let taxes get in the way of making smart investment decisions.

Will the Tax Benefits of Municipal Bonds Continue?

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Tax policy seems to constantly be changing.

Three Tax Planning Strategies for High-Income Earners in 2012

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Taking action in 2012 may minimize the impact of scheduled tax rate increases.

Time For Stock Market Predictions?

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Perhaps, instead, it is time for planning an investment strategy.

Income Strategies in Retirement – The Myths Uncovered

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How a total return retirement income strategy makes the most of your savings

You’ve worked hard to save for retirement. How can you turn your wealth into an income that’s designed to last your lifetime?

Now that retirement is a reality, or will be soon, you probably have questions. Here on our website, you can find generalized advice, but don’t you deserve advice tailored just to you?

Clint Krushinsky is here to help you get answers. Simply call him at 717-560-3800 or 1-888-876-3437. He’ll answer your questions and help you get to know us. If we are a potential fit for each other, Clint can arrange for up to two hours of initial consultation with no cost or obligation and no sales pitch.

2025 Lititz Pike, Lancaster, PA 17601
Phone: 717-560-3800, Toll-Free: 888-876-3437