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In the current financial landscape, where traditional pension plans are becoming increasingly rare, saving 10% of your income is no longer sufficient for most people.

Taxes are one of the most important things retirees can pay attention to. It is very important to make sure that your tax preparer or

Congratulations if you are starting to receive stock options from your company! These plans are considered part of a company’s LTIP (Long-Term Incentive Plan). For

Many clients come to us needing help for retirement and legacy planning. In this article, we will describe four ways to leave a legacy, and

How Strategically Segmenting Your Client Base Can Fuel Company Growth It’s okay to play favorites. In fact, it’s advisable. If we take the time to

Investment Re-Allocations Worth Exploring Amid Market Volatility With inflation continuing to be an economic bugaboo and market volatility seeming to persist, at least in the

How to Go from Seasonal Vendor to Trusted Partner As CPAs and accounting firms emerge from another tax-filing season, you can almost hear the collective

The Drivers of Inflation, and What You Can Do About It Inflation is at its highest since 1982. And everyday it seems as though some

Sell to a Company or Find the Heir-Apparent Within? More and more of my accountant colleagues are looking ahead. Regardless of their proximity to retirement,