Moving to a new state requires a review (and possible update) of your estate plan and other consideration. Life has changed significantly since 2020. People
Owning a family business requires thoughtful succession planning. Family businesses come in all shapes and sizes. Some offer goods. Others offer services. According to a
Many Americans do not understand Social Security. Gone are the days where trading and bartering reigned supreme. Money is required to purchase necessities and, well,
Business owners should tie estate planning to succession planning. Owning and running a business is no small feat. If it were, more people would have
Inflation can threaten retirement if no action is taken. The health of the economy impacts people all across the United States. It influences job security,
Moving to a new state requires updating several legal documents. The process of moving is never simple. It involves packing and unpacking, purchasing or renting
It is important to adjust estate planning for changes in tax law. It has been said “the only constant is change.” People get older, trends
Making withdrawals from retirement accounts can backfire. Funding a retirement account when you are employed should be prioritized. By saving in your retirement accounts, you
Finding purpose in retirement leads to greater satisfaction. People are “meaning-makers” by all accounts. We like to understand our experiences and take lessons from them.
Tax penalties can be especially stressful in retirement. You have built your nest egg. Now you are in or nearing retirement. In retirement, you should
Copyright © IMS. All rights reserved. You may reproduce materials available at this site for your own personal use and for non-commercial distribution. All copies must include this copyright statement. Some artwork provided under license agreement.