Is Your Estate Planning Up to Date?Review this List to Be Sure Proper estate planning is not just about writing a will. It’s about leaving a legacy, expressing your values, and ensuring your loved ones are cared for according to your wishes. In this final...
Two Ways to Reward Key Employees & Optimize Tax Savings Welcome back to our series on tax-saving strategies for business owners. Today, in our final blog topic, we’re going to unpack two highly effective tools: Executive Bonus Plans and Non-Qualified...
Do You Have These Four Types of Insurance? Insurance is one of those things you hope you never need, but when you do, you’ll be grateful it’s there. In this next installment of our series on wealth protection and planning for retirees, we’ll be...
Tax-Saving Tips for Business Owners Part 4 Two Retirement Solutions to Consider – SEP and Simple IRAs Are you missing opportunities, or are you making the most of what’s available regarding tax savings and retirement? In this issue of our continuing series with...
Implementing Available Tax-Saving Strategies Retired and Looking for Ways to Reduce Taxes? In retirement, every dollar counts. Ensuring your hard-earned savings will last requires careful planning and consideration, especially when it comes to taxes, which we all know...
