Estate Planning: Tax Planning
Helping your clients with the year-round effort to maintain your tax strategy.
Social Security and Retirement Earnings
Just because you've retired doesn't mean you have to stop working. However, working income may affect your social security earnings.
Retirement Strategy: How Retirement Strategy Has Changed
How has your retirement strategy changed over time? This article explains several types of retirement strategies, and explains several of the factors to consider as you plan for your golden years.
Gifting vs. Inheritance: Which Is Better For My Beneficiaries?
If you know that you want to leave behind money or assets for your family members, is it better to give a gift while you are still living or an inheritance after death?
