Tailored retirement and legacy strategies for widowed, divorced, and single women managing wealth independently.
Business Owners
What do the giant panda, the polar bear, and a pension plan have in common? All three are nearly extinct. The dodo bird is extinct. Nearly extinct and extinct animals have organizations raising funds to save them. They have awareness campaigns, buttons, slogans, and adoptions. But what about the old-fashioned
Business Owners
I’m betting you don’t bet. Successful people rarely do. Certainly not in a big way. And certainly not when it comes to their lifestyle and security in retirement.
Tax Planning
The new tax law is getting a lot of attention, especially around talk of ‘tax-free Social Security.’ But the details aren’t quite that simple. If you’re retired—or getting close—here are three changes worth knowing about.
Business Owners
I like custom. You? Imagine living in a world where everything is identical. You come home from work in a white Buick that looks just like your neighbor's white Buick. You pull into the driveway of your little yellow house that is identical to every other little yellow
Business Owners
If you’ve ever looked at your retirement accounts and thought, “I hope I’m not missing something”… you’re in good company. Many smart, successful retirees are—especially when it comes to taxes hidden inside their IRAs and 401(k)s. And the cost isn’t pocket change—it’