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The Big World of Small Business - 4 Statistics Every Small Business Owner Should Know
News headlines are often dominated by some of the world's largest businesses—from FAANG stocks soaring to new heights to Space X planning to send rockets to Mars. But the makeup of American companies includes more than just the biggest...
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Smart Investment Strategies for Wealthy Retirees
When you retire, you need your money to work for you. After years of saving and investing, you want to know: "How do I make my money last?" Wealthy retirees are already at a great starting point. But even with a strong financial base,...
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The Forgotten Assets That Could Complicate Your Estate Plan
There are many factors to consider when creating a comprehensive estate plan. Forgetting or leaving out certain assets could potentially create time-consuming delays, financial complications, and family disputes. In some cases, dormant...
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Legacy of Love: 10 Questions to Help Families Prepare for a Wealth Transfer
Wealth transfer is more than just a financial transaction; it's an opportunity for families to pass on their values, wisdom, and a legacy of love. Navigating this process requires careful consideration, open communication, and a shared...
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Women’s History Month: Business Owners
Advice on starting and managing qualified and nonqualified retirement plans Women’s History Month has its origins as a national celebration in 1981 when Congress passed and authorized a resolution and requested the President to...
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Women's History Month: Closing the Wealth Gap
Celebrating Women Who Tell Our Stories The National Women's History Alliance (NWHA), which spearheaded the movement for March being declared National Women's History Month, has announced the women's history theme for 2023, "Celebrating...
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How 2026 Tax Changes Could Impact Your Trust and Estate Plan
Many are interested in the impact of future tax legislation on Trusts. As we look ahead to 2026, it is crucial to understand how the evolving tax landscape may impact the administration, structuring, and distribution of Trusts. Several...
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Women’s History Month: Retirement Focus
Like so many women, are you constantly juggling family, professional, and personal responsibilities? No wonder retirement planning seems to always get shuffled to the bottom of your “to do” list. But, procrastination is not the answer.
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A Guide to Social Security Retirement Benefits and Taxes
Social Security is a vital component of retirement income for many. This government program provides monthly benefits and is funded primarily through payroll taxes. Understanding Social Security benefits and taxation is essential to...
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Smart Tax Planning Tips Every Small Business Owner Needs
For small business owners, tax planning is crucial. Without proper planning, you may find a large portion of your hard-earned profits and savings eaten up by taxes that may not have been so high if you knew better options to pursue. To...
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2025 Retirement Contribution Limits: What You Need to Know
Life today is expensive, and contributing to a retirement plan is more beneficial than ever. Often, the IRS raises contribution limits annually, such as the contribution limit for 401(k)s increasing to $23,500 for 2025 from $23,000 in...
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