As the baby boomers continue to age and as we continue to deal with a global pandemic, the need for a comprehensive estate plan has never been more important. Proper steps need to be taken to ensure that your spouse or heirs can settle your estate as smoothly as...
An update to the 2019 SECURE Act passed in December 2022 as part of a larger government spending bill. Several changes included delayed Required Minimum Distribution ages, 529 rollovers to Roth IRAs, and various updates to how employer sponsored retirement plans are...
Retirement plan contributions have been the most straightforward way for a high-income business owner to defer income taxes. While cash balance pension plans have steadily increased in popularity since 2010, the 2019 SECURE Act moved the deadline to the company’s tax...
What does the climate look like for investing in 2023? Last year was challenging for almost all asset classes, with persistent inflation leading to rising interest rates and a slowing housing market. The war in Ukraine also added to instability, while past winners in...
As a dental practice owner, you know how frustrating it is to deal with insurance. Delays in payment, limitations, exclusions, and especially large write-offs, all take a toll. This makes it very challenging to keep up with rising costs. It might sound like a dream,...
