How a Trump presidency will affect your financial future? Consider this, Trump as grand plans to reform taxes, health care and roll back financial measures such as Dodd-Frank & the recent Department of Labor Fiduciary Rule. Each one of these have long-term implications on our retirement and livelihood-some for the better; others it...
As the 2016 tax filing deadline looms ever closer, more calls come in about helping to reduce business owner’s 2016 taxes. Sadly, in most cases, it is too late to do anything about 2016. Qualified retirement plans must have been established by December 31st of...
Life Expectancy. What does it really mean? Will you and your loved ones have enough to live off of should the bread winner pass on unexpectedly? Life Expectancy is the AVERAGE. It is a MID-POINT. That means that those who live a more healthy lifestyle than...