Unfortunately (or fortunately), we’re not all tax specialists. Despite this, ultimately the responsibility for attesting to the accuracy of a tax return rests with the taxpayer, not the tax-preparer. This article outlines some key items to review before signing off… Read More
Roadmap to Retirement: Create a Financial Plan with Confidence
Uncertainty surrounding the answer to the question, “Will I have enough?” is a large source of anxiety for many people nearing retirement age. Even exceptional savers often wonder if they will have enough, if their level of spending is sustainable,… Read More