Leveraging Your Intellectual Capital in Victory Lap Retirement
Rob Morrison talks about how you can put your intellectual capital to work by pivoting to a transitional career (a victory lap career) as you approach retirement age.
Why Name a Corporate Trustee in Your Estate Documents
Andrew Welp reviews the challenges of naming a family member as a trustee and outlines an alternative: incorporating a corporate trustee.
Wealth Transfer Opportunities Amid the Uncertainty of COVID-19
Given the recent stock market decline, now may be an opportune time to take advantage of discounted gifting strategies. Dominick Parillo describes a few wealth transfer strategies you may want […]
CARES Act Small Business Relief Provisions White Paper
To help businesses attempt to weather the storm, Congress and the President signed into law the Coronavirus Aid, Relief, and Economic Security Act (“the CARES Act”). The CARES Act is […]
The Market is Down – What Can You Do?
A sharp market decline can be terrifying, especially if you’re approaching or in retirement. But even a bear market can present opportunities for investors. Here are 10 possibilities. “Panic is not […]
Small Business Owners: Do You Know Your Retirement Plan Options?
Are you an owner or employee of one of America’s 28 million small businesses? Are you a stay-at-home mom that has a “side hustle”? Do you work full time but […]
Approaching Zero Taxes
Investment Tax Tools to Help Maximize After-Tax Wealth Our “Approaching Zero Taxes” white paper provides an approach to investing known as “tax-efficient investing.” This group of concepts and investment tax […]