For small business owners and solo entrepreneurs, planning for retirement can often take a backseat to day-to-day operations. However, establishing a solid retirement plan is essential for both your future and that of your employees. With various options available, finding… Read More
Most taxpayers think about taxes twice a year: in December, the last month of the year to make certain tax moves; and in April, when tax returns are due. In this article, we discuss some things you can do partway… Read More
You may remember the SECURE Act, which was signed into law by President Donald Trump in December 2019. This Act changed many rules relating to retirement plans, especially IRAs and 401(k)s. One large change this brought is in increasing the… Read More
Unfortunately (or fortunately), we’re not all tax specialists. Despite this, ultimately the responsibility for attesting to the accuracy of a tax return rests with the taxpayer, not the tax-preparer. This article outlines some key items to review before signing off… Read More
Uncertainty surrounding the answer to the question, “Will I have enough?” is a large source of anxiety for many people nearing retirement age. Even exceptional savers often wonder if they will have enough, if their level of spending is sustainable,… Read More
While the deadly effects of smoking are well-documented and undeniable, we cannot ignore the significant harm caused by traditional cigarettes. It is important to