Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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Sometimes navigating your finances can feel like swimming against the tide, but with some financial wellness goals to keep you afloat, you can keep swimming until you reach calmer waters.
Determine your potential long-term care needs and how long your current assets might last.
Many business owners are surprised to learn that wages paid to a disabled employee, not subject to a written plan, are not tax-deductible business expenses.