The clock continues to tick. Your retirement is one year closer.
You have time before December 31 to take steps that will help you fund the retirement you desire. Here are five things to consider.
1. Establish Your 2023 Retirement Plan
First, a question: Do you have your (or your corporation’s) retirement plan in place?
If not, and if you
Here’s an easy question: Do you need more 2023 tax deductions? If the answer is yes, continue reading.
Next easy question: Do you need a replacement business vehicle?
If so, you can simultaneously solve or mitigate the first problem (needing more deductions) and the second problem (needing a replacement vehicle) if you can get your replacement vehicle in service on
As we get older, managing our finances becomes more of a challenge, but this is no excuse not to stay on top of financial obligations. Letting your parents manage their finances alone is legitimately hazardous to them and their financial health. Hiring a fiduciary for the elderly enables your parents to maintain their independence, ensures their finances are in expert
The holidays are officially upon us. You are likely looking for the perfect gifts to ensure all your loved ones have a Hallmark-worthy holiday. While some people are easy to shop for, finding gifts for elderly family members who already have everything can be difficult. But it is not impossible, and it is important to encourage them to make the
When players and coaches are running and gunning during a game, they think they know more than us referees, especially when it comes to the rules. In the real estate world, we often use the phrase “protecting clients from themselves” meaning that many clients think they know what they’re doing and will discount the advice that we might provide. But
Over the course of our practice, we’re asked to review a lot of term insurance policies. One of the first pieces we look at is the conversion option. This section is basically a promise from the insurance company that you will still be given a preferred rate, even if your health changes.
Here’s a look at two cases where time
As you save for retirement, you’ll want to take full advantage of the investment vehicles available to you — and one of the best is a Roth IRA. But what sets it apart from other accounts?
Three key factors distinguish the Roth IRA:
Thanksgiving, a time-honored tradition steeped in gratitude and family gatherings, offers a unique opportunity to reflect not only on the blessings we have but also to consider crucial yet often overlooked discussions about estate planning. As we gather around tables laden with turkey and traditions, it’s an ideal moment to broach the subject of estate planning—a crucial aspect of securing
You might think New Year’s resolutions are all about fitness goals or getting organized but there’s a bigger picture to consider. As your life changes, estate planning should be on your radar, too. The start of the new year is the perfect time to create a new estate plan or update an existing one.
As you get ready to celebrate,
An Expert’s Testimony Can Make or Break Your Case
Marvin Gaye released a song in the 1960’s titled Can I Get a Witness? that became one of his many hits. The song was performed in a gospel harmony with several backup singers, including Diana Ross and the Supremes and has been covered many times over the years, including by the