Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Intellectual Property and Your Estate
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.