SEEDS OF KNOWLEDGE

Social Security retirement benefits can be particularly complex, and clients really struggle with their decision on how to file. With our...

What issues should I consider when harvesting capital losses? Tax-loss harvesting is a popular strategy, but it’s not always clear whether i

Running your own business (including 1099 work) introduces different elements that aren’t always easy to factor into your personal financial

Should I Change My Medicare Coverage During Open Enrollment? Open Enrollment Period October 15. Medicare A, B, C, and D

What Issues Should I Consider When Starting A Business? First-time entrepreneurs and seasoned business owners alike can benefit

What Issues Should I Consider If I Lose My Job? Severance options, Employer benefits, health Insurance, retirement accounts

What Issues Should I Consider When Reviewing My Estate Planning Documents?

Sale of a business or real estate, an inheritance, lottery winnings, or a legal settlement.

This checklist covers 32 of the most important planning issues to identify and consider for a client who is about to retire.