In our working years, the idea of retirement may seem like a dream: the opportunity to finally do the things we’ve been deferring for decades. We’re bombarded with images of happy people traveling, playing golf and walking on the beach,READ MORE
Retirement, Retirees
Twenty-first century America is a nation of job-hoppers. According to the U.S. Bureau of Labor Statistics, the average American holds 12 jobs in their lifetime. The concept of retiring after 40 years with one company, taking home a pension andREAD MORE
Do you have the option to open a Health Savings Account (HSA)? An HSA is a tax-advantaged savings account that can be utilized by individuals and families who are enrolled in High Deductible Health Plans. Establishing an HSA allows youREAD MORE
The SECURE Act of 2019 is the largest retirement reform law since the Pension Protection Act of 2006. This sweeping legislation changed many of the rules around retirement savings in America. One of the more significant changes affects beneficiaries ofREAD MORE
A common dream among private business owners is that, when they reach retirement age, the proceeds from the sale of their company will be sufficient to cover their financial future. Relying 100% on the proceeds from their business sale mayREAD MORE