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Spend 15 minutes listening to news radio or watching CNBC and you’re bound to get a so-called stock market update that lists numbers relating to popular indexes, such as the Dow Jones Industrial Average, S&P 500 and NASDAQ index

How a little life planning can lead to big fulfillment

After many years together, some retired spouses may find their daily routines far apart.

With all the talk about the stock market’s recent highs, it’s easy to assume that market highs are somehow a rarity.

Today’s impulsive moves could breed tomorrow’s regrets.

They are low, unless you show the I.R.S. some conspicuous “red flags” on your return.

Do you really want to risk facing these potential outcomes?

It’s surprising how little Solo 401(k)s are utilized considering the impressive benefits they can offer, particularly to high-income business owners. Instead, they continue using SEPs, SIMPLEs, and traditional IRAs when strategic use of Solo 401(k) could save them thousands (and help them save thousands more).

Most accountants recognize this opportunity, of course, and we often work in tandem with them to help them better serve their clients. Consider this example…

Keep an eye on where it goes, as some destinations may be better than others.

Most retirees don’t want to be — and shouldn’t be — saddled with debt as they head into their “golden years.”