How does your ideal retirement differ from reality, and what can we do to better align the two?
Have A Question About This Topic?
In the hustle and bustle of life, it’s easy to postpone long-term planning, especially for uncomfortable topics. Then there’s the barrier of language. It’s hard to make an estate plan without knowing the terminology of estate planning or what questions to ask.
Many business owners are surprised to learn that wages paid to a disabled employee, not subject to a written plan, are not tax-deductible business expenses.
It’s that time again. Time for a do-over. For those who seize the spirit of change, there’s a “new you” ahead.