The SECURE 2.0 Act stands out as a transformative piece of legislation for both current retirees and those approaching retirement.
If you were caught off guard by your tax burden this year, now can be a great time to take steps to proactively reduce next year’s tax bill.
The 2023 tax season is officially here, which means most taxpayers will be filing their tax return within the next month. Here are five steps you can take to help ensure the process goes as smoothly as possible this year.
There are certain estate planning documents everyone should have, regardless of their age, stage of life, or net worth.
With the new year approaching, consider checking these financial to-dos off your year-end financial planning checklist before it’s too late.
Brett shares three financial best practices for small business owners–specifically, entrepreneurs who run a smaller business–to help you run a clean, efficient small business that is legal and well organized.
To avoid overpaying Uncle Sam and preserve more of your hard-earned income, consider these end-of-year tax planning tips for 2022.
It’s crucial as a business owner to identify opportunities and minimize risks when selling your small business. In this article, we’re sharing five estate planning tips for business owners to consider before exiting your small business.
Discounted Roth conversions in a down market can be beneficial. But to make sense, the potential benefits must outweigh the cost.
Failing to separate your business from your personal assets can be problematic in the long run. In this article, we’re sharing four reasons why business owners need a personal financial plan.
These five habits can help you retire a millionaire without relying on proceeds from the sale of your business to fund your retirement.
If you need to select a self-employed retirement account, this guide can help you decide which option is right for you.