by Brian Bickett | Jul 24, 2024 | Financial Planning, Retirement, Taxes
Helping Pay Off Student Loans of a loved one’s debt can indeed be a generous gesture that demonstrates care and support. However, it’s important to approach this decision thoughtfully by considering the potential benefits and drawbacks involved. 👍 Pros to...
by Brian Bickett | Jul 17, 2024 | Financial Planning, Retirement, Taxes
If you are a small business owner—or plan to be one—you should be aware of a new reporting requirement. The Corporate Transparency Act (CTA), passed in 2021, changed beneficial ownership rules, which is expected to impact 32 million businesses in 2024 alone. Suppose...
by Brian Bickett | Jul 10, 2024 | Financial Planning, Retirement, Taxes
Legacy preparation can play a key role in any financial strategy. Legacy management lets you consider what happens to everything you’ve accumulated—and may continue to accumulate—throughout your lifetime. But far too often, we’ve seen this as something that gets...
by Brian Bickett | Jul 3, 2024 | Financial Planning, Retirement
In the past, retirement has been portrayed as an ending, a grand exit from your years in the workplace. But the rules are shifting. Labor force participation among those aged 65-74 is predicted to reach 30.7 percent by 2031, up from just 25.8 percent in 2021. As the...
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