Trust & Estate Considerations for Art & Collectible Owners and Inheritors
Owning and ultimately gifting art and collectibles brings unique challenges to its current owners and potential inheritors. Unlike traditional investments ...
Financial Planning for Dentists: Navigating the Unique Challenges
In many ways, the dental profession is thriving and provides a rewarding career for entrepreneurs. Consider that the median pay ...
Is a “Backdoor Roth IRA” a good idea?
This is a question that is coming up more frequently, especially from those who wish to defer taking money from ...
My Sunny and Warm Tax Haven
After spending a few days recently in the warmth of Miami, I always wonder why I do not live in ...
3 Things to Know About Financial Planning for People with Disabilities
Financial planning can already be a daunting task, but for those with disabilities, there are added complexities that need to ...
Cash Balance Pension Plan
What Is a Cash Balance Pension Plan A cash balance pension plan is a type of employer-sponsored retirement plan that ...
