Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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Congratulations — your business is profitable! Have you considered how much of those profits to reinvest in your business?
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
Having a special needs child adds another layer of complexity to retirement planning. A special needs trust may help.