Small Business Retirement Plans

Married couples don’t always plan retirement for the same time. According to a recent study by Fidelity, 43% of couples disagree about what age they plan on retiring.

What is your money for? That’s maybe the most important question that our planning process helps people to answer. If the purpose of life was just to make more money, then no one would ever stop working.

It’s back-to-school season, which means it might be a good idea for parents to think about something their kids won’t be learning in a classroom this year: how to manage money.

Between the student debt crisis, COVID-19 lockdowns, and post-pandemic changes to the workplace, it’s never been more important for students to make the most of their college experience. And if you’re a parent who’s preparing to foot the bill and hoping to turn that extra bedroom into a hobby room, it’s important that you set clear expectations for what your child needs to accomplish before graduation.