Newsletters

Could Employee Ownership Be Part of Your Succession Plan?

An employee stock ownership plan is a qualified retirement plan that enables a business owner to gradually transfer ownership shares to employees, setting up opportunities to cash out in the future.
The Corporate World Is All-In on AI

As the race among large tech companies to monetize AI hits full throttle, it’s worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.
Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.
Taxing Social Security Benefits: Clearing the Confusion

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.

Calculators

Savings Accumulation

Estimate the future value of your current savings.
Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Long-Term Care Self Insurance

Will you be able to afford nursing home care?
Retirement Portfolio Lifespan

How Long Will Your Funds Last?