April 1, 2022 •
Estate Planning 
Given their salaries and the chances of getting sued, physicians should strongly consider estate planning early in their careers.
Read MoreFebruary 15, 2022 •
Estate Planning 
Sometimes only taking the minimum IRA distribution can be a costly mistake. When deciding how much to withdraw this year, you need to consider the big picture. For some people, it makes sense to go big.
Read MoreJanuary 24, 2022 •
Estate Planning 
According to the Exit Planning Institute of Ohio, recent studies show that over 60% of the current U.S. business market is owned by baby boomers (those born between 1946 and 1964), who are ready to exit or transition their business over the next 10 years.
Read MoreJanuary 20, 2022 •
Estate Planning 
If you are one of the many people who start getting serious about their finances as they reach their 50s, enjoy this guide for your next steps.
Read MoreJanuary 14, 2022 •
Estate Planning 
In coming years, millions of Baby Boomers — those born between 1946 and 1964 — are expected to retire in the U.S. In fact, by some estimates nearly a quarter of this country's population will be aged 65-or-older within a few decades.
Read MoreDecember 21, 2021 •
Estate Planning 
Uncle Sam is not the only one looking for a piece of your retirement income. Is your state on this list?
Read MoreOctober 29, 2021 •
Estate Planning 
Small business owners have their hands overflowing with issues, and they devote most of their time to matters related to the smooth running of the business. Having no time to think about other matters, they do not bother about estate planning for them.
Read MoreOctober 27, 2021 •
Estate Planning 
In a rush to file for Social Security benefits at age 62? Many people are, but slow down and do the math first – or you might regret it.
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