Do you have the option to open a Health Savings Account (HSA)? An HSA is a tax-advantaged savings account that can be utilized by individuals and families who are enrolled in High Deductible Health Plans. Establishing an HSA allows youREAD MORE
Retirement, Retirees
The SECURE Act of 2019 is the largest retirement reform law since the Pension Protection Act of 2006. This sweeping legislation changed many of the rules around retirement savings in America. One of the more significant changes affects beneficiaries ofREAD MORE
A common dream among private business owners is that, when they reach retirement age, the proceeds from the sale of their company will be sufficient to cover their financial future. Relying 100% on the proceeds from their business sale mayREAD MORE
A Roth IRA can be a great savings vehicle for retirement. Once money is in a Roth IRA, it grows tax-free and distributions from the account are not taxed. The tricky part is getting money into a Roth IRA. ThereREAD MORE
Have you been wondering about how to retire early without sacrificing your current lifestyle? Many people share the same aspiration, and with the proper strategy in place, it’s not as out-of-reach as you may think. Planning to retire early involvesREAD MORE