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Your business’s success is in your hands when you’re self-employed, so you need to be knowledgeable about and take advantage of whatever assistance is available—especially when it comes to lowering your tax bill. It’s commonly known that the government subsidizes certain personal expenses when you work from home. The key to this deduction is […]Continue reading
“You have brains in your head. You have feet in your shoes. You can steer yourself any direction you choose. You’re on your own. And you know what you know. And YOU are the one who’ll decide where to go…” ― Dr. Seuss, Oh, the Places You’ll Go! Retirement dreams come in all designs and visions, […]Continue reading
This past year highlighted small businesses more than any other. The impact from a struggling economy has not gone unnoticed and the support from local shoppers has made the difference between open and closed for many small business owners. If you own a small business, one thing is certain, the responsibility of retirement planning is […]Continue reading
For most families, navigating elder care decisions falls somewhere between adult siblings happily gathering together and planning for their parent’s future and siblings who barely speak making rash decisions in an effort to end a difficult conversation quickly. Caregiving has a way of sneaking into people’s lives. Typically, the adult child living nearest the aging […]Continue reading
With COVID-19 at the forefront of everyone’s mind, many who have been holding off on estate planning are now prompted to quickly finalize estate plans so they will have something in place should illness or worse come calling. Without an estate plan in place, you will have to rely on state laws and probate courts […]Continue reading
In response to the economic fallout of the COVID-19 pandemic, the CARES Act contains a number of essential measures important to the financial security of the American population. This far-reaching legislation offers protection and support to small businesses, hospitals, and individuals, such as more flexibility with your retirement accounts. Here, we’ll discuss some of the […]Continue reading
When it comes to growing and preserving wealth, it’s important to bear in the mind the volatility of the markets and how it could impact your retirement income. Fortunately, there are ways to help shield your savings from market woes. Designed to protect, grow, and provide a guaranteed stream of income is an annuity. Align […]Continue reading
Preparing your estate in advance is one of the greatest gifts you can give your family. Many estates include real estate in the form of a primary home, vacation home, and other family properties. While inheriting a property can be a wonderful legacy, it also comes with obligations that heirs may be unprepared or unable […]Continue reading
As you’re making resolutions to do things better in the new year, here are three resolutions to ensure your estate plan is where it should be in 2020: Resolve to have an estate plan in place. According to a survey, 57% of U.S. adults don’t have an estate plan.1 It’s not just for the […]Continue reading
Oftentimes we tend to be unrealistic when it comes to planning how much we can achieve and how long it will take, especially when it comes to setting money goals. A general rule to reaching your financial goals is to establish a plan that prioritizes your goals by timeframes: short-term, mid-term, and long-term. Classifying your […]Continue reading
