Many of us get so caught up in the holiday madness that we toss our budget aside and fall into what seems to be a never-ending spending cycle. You don’t have to
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Although the IRS generally doesn’t care when you make a major gift, the timing can make a big difference to your heirs. Giving a smaller amount when your heirs
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As you know, Thanksgiving is a time for reflecting on all that we have to be thankful for. It occurred to us the other day that, as your financial advisor, we
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Too often, small-business owners spend so much time and energy building their companies; they neglect their financial futures. As a result, when faced with an
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According to CNBC, 78% of small-business owners plan to sell their businesses to fund anywhere from 60%—100% of their retirement. The biggest challenge for
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After the year(s) of COVID, many can't wait for a Government stimulus to bail them out and are instead looking for ways to fund their business and get back on
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It's not always pleasant to think about the possibility of needing long-term care, but it's a necessary part of getting older.
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Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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Though Americans in public service have historically relied on comfortable pensions and retirement benefits, unfunded liabilities and major changes to the
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Unlike most other Americans, you may not be eligible for Social Security retirement benefits. About 40% of teachers do not pay into the Social Security system
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Airline workers have been hit hard by the coronavirus and it won't be clear skies and smooth flying for a while. If your retirement and financial plans were
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There are aspects of retirement planning for doctors that you can even begin while you’re still in residency or medical school. As a young physician, retirement
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