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Tag: retirement

Tax Planning Tips

If you haven’t already, now is the time to assess your 2019 tax situation. A few items you may want to consider follow: Penalties for

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Modern Financial Planning

Laurence Kotlikoff, PhD, professor of economics at Boston University, has asked a very important question. Are Americans saving too much? Of course, he also asked

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The Game of Life

When you were a child, did you ever play a popular board game called The Game of Life? It simulates a person traveling through life,

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Tax Planning Check-Up

As a healthcare professional, you know that a routine annual visit with a doctor is an important part of maintaining a patient’s physical health. Similarly,

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