Thinking down the road at the possibility of needing long term care seems like a far gone idea. We all age and need to plan ahead so we can protect the legacy we've built, those we will leave behind, and ultimately ourselves during those last years.
Not all annuities are created equal. There are many kinds that have different attributes and functions. Read on to learn which one is making strides in retirement portfolios and why.
These strategies may position you to take advantage of key tax benefits in 2025. However, the goal isn't just to get through tax season but to plan strategically to reduce tax liability and work toward receiving a 2025 refund.
The greatest thing we can do for our clients is bring them knowledge. Reading books, articles, news, it all comes into play. Here's a few of what you'll find in the office library.