Author Archives: Leibowitz

Michael Henley Completes the Retirement Management Advisor® Designation

Congratulations to our Founder and CEO Michael Henleyfor completing the Retirement Management Advisor® (RMA®) designation. Focused on outcomes, not expectations the RMA® program is a forward-thinking program that focuses on building custom retirement income plans to mitigate clients’ risks and to master the retirement planning process. As a firm we are committed to continuing our […]

How 10 Types of Retirement Income Get Taxed

You’ve spent a lifetime saving for retirement, but do you know how your various sources of retirement income will be taxed? For example, your traditional IRA and pre-tax 401(k) withdrawals will be taxed as ordinary income, but Roth IRA withdrawals will be tax-free as long as you are at least age 59 ½. Social Security […]

Kennett Chocolate Lovers Festival Recap

We had a wonderful time at the Kennett Chocolate Lovers Festival this past Sunday! It was a great chance to spend time with our families and colleagues at this sold-out event while trying delicious chocolate treats. We were proud to sponsor the festival for the second year in a row as the proceeds support the […]