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.
The Triple Tax Benefits of HSAs
If your clients want to get the most out of HSAs, show them how with this article.
What to Do When Your Income Reaches 7 Figures
Do you have a client who is new to the "two-comma club?" Show them what to do with their seven figures in this article.
What Are SLATs (Spousal Lifetime Access Trusts) and Who Are They For?
This blog will explain what Spousal Lifetime Access Trusts (SLATs) are and who they might be good for.
Why You Should Plan Taxes 2 Years at a Time
This blog will explain some of the advantages of doing your taxes two years at a time.
Does the 4% Rule Hold Up?
This blog is about the 4% rule, including what it is and whether it's a good strategy for retirement income planning.