“Build a team for your retirement plan,” Alford said. “In addition to your family and friends, you want partners in the journey – like an estate planner, a financial advisor, an accountant, a health ...

As you plan for the future, having a holistic estate plan is an essential step in protecting your family. Many families make ...

Medicaid preplanning is the opposite. Instead of scrambling when care is needed immediately, preplanning involves protecting assets years in advance, allowing the individual to qualify for Medicaid ...

Don't count on an inheritance, but be prepared with a plan in case it does. If you do inherit money, don't disclose it to ...

Another way to reduce your taxable income is by contributing to a traditional IRA. The maximum contribution is $7,000 in 2025 ...

Members of the AICPA Tax Practice Management Committee discuss how firms can best prepare and adapt when partners retire.

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Physical exercise or spending time in nature can also go a long way toward easing your anxiety or depression. Regardless of ...

Here are three investment strategies that, combined with continued contributions, can turn that $100K into a nest egg you can ...

When business owners think about 401(k) plans, they often view them as an employee perk—one of those benefits you consider ...

With Social Security, if you’re under full retirement age, earning too much with a new job could reduce your benefits ...

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