Enlightened retirees and business owners are increasingly recognizing an important fact about their lives that escapes many others: The main reason we are retired is not so we can simply keep getting up every day—it’s so we can enjoy a great quality of life and be happy.
The new relief package includes another round of relief checks, this time for a maximum of $1,400 for individuals, or $2,800 for married couples filing jointly. What’s different about this bill is who qualifies and for what amount.
KEY TAKEAWAYS Don’t let the tax torpedo eat your retirement savings. Without proper planning, your tax liabilities could far exceed
KEY TAKEAWAYS Choosing the right executor for your estate is a big job. It’s more important than deciding who inherits
KEY TAKEAWAYS For business owners, high-level executives, physicians and others with significant wealth, asset protection strategies can potentially be key
KEY TAKEAWAYS Over the past several years, the rise of the Federal estate tax exemption has dramatically reduced traditional estate
KEY TAKEAWAYS Business Plans are the norm among companies—but they can also help families think and act with greater clarity.
KEY TAKEAWAYS The Lockdown might draw scrutiny and trigger a state-level audit. For individuals who own a home and are
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KEY TAKEAWAYS Making charitable giving a part of your financial plan is a great way to ensure you have a
