Volume 3, Issue 3
Guardianship and Your Children: Making Important Choices
Selecting a guardian for your child or children is an extremely personal and important decision. While you certainly want to choose a trustworthy individual, you also need to choose someone who understands the serious commitment involved in guardianship.
(Read the Full Story)An Introduction to Tax Strategy
As you know, tax laws change often. Therefore, lowering your tax bill involves careful planning. In fact, there’s hardly an aspect of your financial situation—savings, education, real estate, investments, retirement funding, and estate planning—that isn’t influenced by changing tax law. In recent years, historic tax reform has provided significant savings for individuals, families, and investors. However, many of these opportunities are temporary.
(Read the Full Story)Entrepreneurship: An Option for Retirees
For an increasing number of people, retirement signals not the end of a career, but rather the beginning of a new phase—entrepreneurship. Many baby boomers see retirement as an opportunity to start a new chapter in life, and they plan to use their hard-earned skills and knowledge to create their own independent businesses.
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