Which is a better way to save for retirement—in a traditional or Roth retirement account? At a glance, it may be difficult to know which savings option makes the most sense. Choosing the best account for your stage in life and tax bracket can impact your future account balances at retirement.Read More
On August 16, 2018, we lost a national treasure. Aretha Franklin, a.k.a. the “Queen of Soul,” passed away in Detroit at the age of 76 from advanced pancreatic cancer.¹ What is not too surprising is that Franklin will join the long list of celebrities who died without a will, including, most recently, Prince.Read More
As the old saying goes, “there are only two things certain in life – death and taxes.” Because everyone has to face these realities sooner or later, taking time to implement certain tax planning strategies and create or review your estate plan, can save you money and provide peace of mind, both now and in the future.
First, let’s talk taxes.
While we all have to pay our dues to Uncle Sam each year, there are several planning strategies that can helpRead More
Are you an owner or employee of one of America’s 28 million small businesses? Are you a stay-at-home mom that has a “side hustle”? Do you work full time but have a “side gig”?Read More