How a Family Limited Partnership Can Power an Estate Plan
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
Most Grocery Shoppers Aren’t Fooled by Shrinkflation
You may have noticed products shrinking in size while prices stay the same or increase. This article includes tips for spotting and reducing the impact of this tricky strategy.
Setting a Retirement Savings Goal
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
HOT TOPIC: SECURE 2.0 Provides New Retirement Savings Options in 2024
The SECURE 2.0 Act made wide-ranging changes to U.S. tax laws related to retirement savings. This article provides an overview of some important provisions that take effect in 2024.
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