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Most of us have seen some version of the motto stitched on a cap, printed on a coffee mug, or slapped on a bumper sticker: “No boss … No schedule … No pressure … No money … RETIRED!” Especially amid the tension of a busy and stressful work week, many of us sometimes idealize retirement as a time to slow down, sleep late, set your

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Many successful families use trusts to minimize taxes, transfer wealth and protect assets from creditors and others.

I recently saw an interesting bit of research from LendEDU.com, a financial resource site designed to help consumers make better borrowing, financing, and insurance decisions.

Imagine yourself in a vintage tuxedo, sipping a “shaken, not stirred” martini as you make eye contact across the bar with a beautiful secret agent who is about to covertly hand you a dossier with information that will help prevent World War III.

Many taxpayers have recently seen articles or other notices cautioning about the dangers of under-withholding. The idea is that you need to be very careful that your employer is holding out sufficient funds from each paycheck so that you don’t end up owing taxes next April 15.

The foundations of your rock-solid estate plan

Business owners know how rare it is to find that employee who has “the right stuff.” And when you are lucky enough to find one, you want to hang onto that employee as long as you can.

Here’s why you need to know

The “Financial Independence, Retire Early” (FIRE) movement has been gaining notoriety lately, often for the way its proponents claim to debunk the assumptions of certain high-profile financial planning gurus.

Notwithstanding the stock market’s recent volatility, we have seen some strong returns from equities, if we take a historical viewpoint. After losing 37 percent of its value during 2008, the S&P 500 returned an average of 15.62 percent for the next nine years.