November Is National Family Caregiver Month: What Do Caregivers Need to Know About Retiring Early?
Retiring early to become a full-time caregiver is a huge life milestone and requires careful planning. Read more here.
2025 Social Security COLA
More than 71 million Social Security beneficiaries can expect a 2.5% cost of living adjustment (COLA) increase in 2025, based on the Q3 inflation data so far...
Why Retirement Planning Is Different for Business Owners
This blog will discuss how retirement planning for business owners differs from retirement planning for employees.
August Is National "Make a Will" Month
This article will explain what wills are and share some benefits of creating a will in honor of National "Make a Will" Month.
Five Most Overlooked Tax Deductions
Who among us wants to pay the IRS more taxes than we have to? While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible...
What You Need to Know About the Tax Cuts and Jobs Act
This blog will talk about some of the most notable changes from the Tax Cuts and Jobs Act of 2018, as well as provide an update about what to expect when this bill is sunsetted in 2025.