LATEST ARTICLES

Trends in Charitable Giving

September 11, 2020

According to Giving USA 2020, Americans gave an estimated $449.64 billion to charity in 2019. That’s one of the highest totals in more than 60 years since the report was…

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Protecting Your Business from the Loss of a Key Person

September 11, 2020

Charles de Gaulle once remarked, “The graveyards are full of indispensable men.”¹ While we know that life goes on regardless of the loss of any “indispensable” person, for a small…

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Is a SEP-IRA Right for Your Business?

September 11, 2020

If you’re like many small business owners, running your own business is an all-consuming endeavor. In the face of everyday demands, choosing a retirement plan for your business can become…

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Silver Sneakers 101

September 3, 2020

Once you turn 65, the world of Medicare opens to you, and you also gain access to its offshoot supplemental programs. You likely know about Part A, Part B, Medicare…

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When Does Your Personal Car Become a Commercial Vehicle?

September 3, 2020

For small business owners, the line between the personal and their business can be a bit hazy at times. Yet, when it comes to a vehicle that may be used…

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Understanding Long-Term Care

August 27, 2020

Addressing the potential threat of long-term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy. The U.S. Department of Health and…

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