Make updating your retirement plan a New Year’s resolution

This time of year is replete with retrospectives on 2020 and stating goals for 2021. One New Year’s resolution that should be at the top of your list is updating plans for retirement. Kiplinger’s recently published a list of the 10 Most Tax-Friendly States for Retirees, which gives some good food for thought.  No matter […]

Qualified Opportunity Fund is a worthy option for investing capital gains

The business landscape is ever evolving as many owners are selling their businesses or restaurants or retiring. The upside is these business owners are often realizing a significant return on their life’s investment. The downside is a large capital gains tax bill is looming on the horizon. There is an option that can provide a […]

Be prepared for the unexpected

Have you ever thought about what could happen if you were hit with a large claim against you for property damage or personal injury?  Like most people, you likely assume your existing homeowner or auto insurance policies will provide adequate coverage for such a claim. However, many times these policies either do not cover a […]