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Turning the Page on 2020

“On a long and lonesome highway, east of Omaha/ You can listen to the engine moanin’ out his one-note song/ …But your thoughts will soon be wandering/ The way they always do/ When your ridin’ 16 hours/ And there’s nothin’ much to do/ And you don’t feel much like ridin’/ You just wish …

How to Make Sense of Retirement and Estate Finance

Retirement is far off until it isn’t. This chapter of life can sneak up on just about anyone, and we do ourselves a favor to be as prepared as we can. Like anything involving the government, finances can be confusing, with different tax treatments, contribution limits, beneficiary rules and more.

The Comprehensive Guide to Estate Planning

An estate plan doesn’t materialize with the snap of your fingers. In fact, an estate plan demands that you confront your mortality. Perhaps that’s why so many of us fail to plan for the future. The reality is that estate planning isn’t about you – it’s about your loved ones. Much stands to …
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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