"When retiring and contemplating a move to another state, you need to consider several factors — climate, proximity to family and friends, housing costs, and of course, taxes. But assessing a state’s tax-friendliness isn’t always straightforward. You need to look beyond income tax and think about financial goals, income sources, and the possibility of multistate taxation." Keep Reading linkedin
Business Solutions When selling your business, have a... The proceeds that come from selling a business can be an important part of one’s retirement plan. However, counting on the sale to fund most or all of... Keep Reading
Disability Income Insurance How disability insurance protects your... Even when an employer provides long-term disability insurance, the amount of that coverage may not meet employees’ living costs. It is essential to ... Keep Reading
Cash Flow and Retirement What to do if you inherit... If you inherit an IRA, you have several options for handling the funds — depending on your relationship with the original accountholder. But be careful ... Keep Reading
Cash Flow and Retirement Getting 20-somethings to jump-start... While it may be difficult to get a younger generation to focus on a retirement that may be 40 years or ... KEEP READING
Education Funding Getting the most out of your 529 plan Today, every state in the U.S. offers at least one 529 plan. While the way plans are structured may vary, they are generally categorized two... KEEP READING
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