4 easy ways to save more for retirement

Posted by Gerald J. Turner – No adult likes to feel like they can’t take care of themselves. One of the unfortunate truths of growing older is that many of us will not be able to get along without a little help. It’s important to have a well-structured, detailed financial plan in place as you prepare for retirement. One of the most important ways to prepare for retirement is also one of the simplest: save more cash. For many of us, finding more dollars to stash into our savings can be difficult. But by saving a little extra each month, you will be more financially secure as you move toward retirement and beyond. Here are a few simple reminders of ways to step up your savings game: 1. Automate your savings. For many of us, several important expenditures come off the top of our paychecks before we even see it.

How to choose a home aide for your loved one

Posted by Gerald J. Turner – No adult likes to feel like they can’t take care of themselves. One of the unfortunate truths of growing older is that many of us will not be able to get along without a little help. There often comes a time when senior citizens require someone to help them carry out the basic functions of life. While some adult children help their parents in times like this, it is not always feasible. No matter how much you love your senior parent, you may not have the necessary medical education, time or skills required to take care of them. Most adults have full time jobs and cannot take on a second one. In these cases, families should consider hiring a professional to step in. What type of help does the senior need? First, you must determine the nature of your parent’s needs. Is there a

What 199A Regulations Mean for You

Posted by Robert L. Arone – Tax-Saving Opportunities for Business Owners Are any of your business-owning clients curious about the new Section 199A deduction? Although the deduction became effective on January 1, 2018, guidance on how it would be calculated was delegated to the Internal Revenue Service (IRS) by Congress. For months, financial and tax professionals have speculated about various aspects of this new deduction since Congress gave us little concrete guidance to work with. New Developments in August 2018 But on August 8, 2018, the IRS released proposed regulations that answered many pressing questions about losses as well as how to account for multiple businesses. We can now more accurately project or estimate how much of a deduction a client is entitled to. Fortunately, these new proposed regulations introduced many new planning options for your clients. Unfortunately, an overabundance of options can lead to confusion and missed opportunities without

Financial Planner vs. Financial Advisor – what’s the difference?

Posted by Gerald J. Turner – At first glance, the terms “financial advisor” and “financial planner” may seem interchangeable. However, when seeking the advice of a financial professional, it’s crucial to know which type of expert you need. Here is a quick overview of each professional, what they offer, and which one you need: Financial Advisor A financial advisor is a generic, broad term for a person who can help you manage your finances. Advisors can help with managing your investments, buying or selling stocks, or give general tax or budgeting advice. Advisors should hold a Series 65 license which is earned by passing the Uniform Investment Adviser Law Exam. This test covers legal issues, regulations, ethics and fiduciary duties, as well as portfolio management best practices and strategies. However, the National Association of Personal Financial Advisors, claim there are more than 100 different certifications available that a financial advisor

Preparing for the Rising Costs of Education

Posted by Robert L. Arone – 5 Strategies to Help Pay for a Child’s Academic Future Higher education costs are just that – higher. The steady increase in educational expenses means your clients have much steeper bills for their children’s college tuitions than they had for their own. To illustrate how stark this contrast is, the average cost of tuition has increased 213 percent in the last 30 years.[1] To make matters worse, there is no end in sight for this trend. It’s understandable that the price of higher education is one of the biggest worries looming in your clients’ minds. A defined goal, such as a large purchase or a child’s educational needs, provides much more motivation to clients than an amorphous, abstract goal. As their financial advisor, you are uniquely positioned to help your clients utilize educational savings tools they may not otherwise be familiar with. Not only will

Trusted Legal Resources

4 easy ways to save more for retirement

How to choose a home aide for your loved one

What 199A Regulations Mean for You

Financial Planner vs. Financial Advisor – what’s the difference?

Preparing for the Rising Costs of Education

How Can We Help?

© 2025 by Orsi Arone Rothenberg Turner, LLP. All rights reserved.

Attorney Marketing by Bardorf Legal Marketing

Have A Question?

4 easy ways to save more for retirement

How to choose a home aide for your loved one

What 199A Regulations Mean for You

Financial Planner vs. Financial Advisor – what’s the difference?

Preparing for the Rising Costs of Education

Tags

How Can We Help?

Have A Question?