Trends in Charitable Giving
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…
Read MoreProtecting Your Business from the Loss of a Key Person
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…
Read MoreIs a SEP-IRA Right for Your Business?
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…
Read MoreSilver Sneakers 101
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…
Read MoreWhen Does Your Personal Car Become a Commercial Vehicle?
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…
Read MoreUnderstanding Long-Term Care
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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