DOWNLOAD THE PDF Greetings from Tanzania, Africa. The family and I are escaping the heat and taking a once in a lifetime trip to Africa to witness all of nature’s wonder via the Wildebeests’ great migration across the Serengeti. I tried to send this a couple times, but 3G internet did not get the job done and the email attachment was never actually sent to the office (needless to say
The 2nd quarter of 2024 was an interesting quarter to say the least. It started with a negative April, where stocks across the world were down. Which was followed by a hot may where we saw stocks soar positive to ultimately flatten out in the month of June. Leading the way were Emerging Market Stocks at a 5% gain during the quarter, followed by the US Market at 3.22%,
There has been some confusion on whether or not there is a required minimum distribution each year of an Inherited IRA, or if it just had to be withdrawn over 10 years. That question has now been answered, and we have put together information below to help you with that.
This approach focuses on placing investments in different types of accounts to optimize tax efficiency and maximize after-tax returns.
This guide explains the roles of each key player involved in exit planning to help you be more familiar with the players and their roles.
it’s a great time to review your financial situation and make necessary adjustments to minimize your tax liability
offering a 401(k) plan is not only a valuable benefit to your employees but also a strategic investment in the long-term success and stability of your company
Retiring in a different state can be an exciting and fulfilling decision, but it requires thorough planning
Retiring abroad offers a wealth of opportunities for adventure, lower living costs, and new experiences, but it also comes with challenges such as cultural barriers, distance from loved ones, and legal complexities
We get asked this question about every 4 years, “If [insert candidates name] is elected should we sell our stocks?” And our answer is usually the same, that we believe that the stock market doesn’t usually react to which president is elected to the white house and that the president is just one of many factors that can have an impact on markets. Below we have pasted a great video
