Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Retirement Plan Detectives
A couple become Retirement Plan Detectives, searching records from old employers.
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.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.