How the New Retirement SECURE Act Impacts You
The most significant change, though, is how the SECURE Act treats non-spouse retirement plan beneficiaries.
Financial Planning
I will establish a plan attuned to your unique financial needs, whether you are an individual, small business, or company executive
Certified Annuity Specialist® (CAS®)
The Institute of Business & Finance (IBF) recently awarded Timothy Hayes with the only nationally recognized annuity designation.
Estate Planning Case Study
This presentation is a hypothetical view of financial planning items a client might see in the course of an advisory review.
Retirement Plans for the Self Employed
Self-employment can be risky, but it can be made less so with good retirement-saving options.
Public Employee Pensions Maybe Rhode Island Figured It Out
Public employee pensions are funded in three ways: (1) The states contribute; (2) Employees put in a percentage of their salary; and (3) The pool of money grows.
Certified Estate and Trust Specialist™
Tim Hayes recently completed a graduate-level course, Certified Estate, and Trust Specialist™, from the Institute of Business & Finance.
The Impact of Tax Cuts on Your State Income Taxes and Financial Planning
Whether people pay more or fewer state taxes depends on their states’ respective definitions of income, deductions, and exemptions.
Taxes Case Study
This presentation is a hypothetical view of financial planning items a client might see in the course of an advisory review.