If you’re considering a new retirement plan for your small business in 2024, Congress has provided tax credits for eligible plans that can offset your startup costs. The tax act, SECURE 2.0, provides for a “Startup Credit” and an “Employer Contribution Credit”. Each credit may reduce your startup or ongoing out of pocket costs.

The holiday season has begun. Many of us will share great meals and good times with family. Unfortunately, you may realize that some of those that you love are no longer in the same physical condition that they once were. As this video explains, their needs may be beyond what you and your family are…

Heading Into Work 2.0? Are you considering a Second Act in retirement? Second Acts have become quite common. Several of my clients have started earning a paycheck from new gigs during their work optional years. A dentist started a side hustle based on his love for fly fishing. A former purchasing executive created a lucrative…

Hello everyone. Welcome back. If you are a working man or woman who is approaching retirement, there is one decision you must make, and if you make it incorrectly, the result can be the loss of hundreds of thousands of dollars of your retirement income. That’s the Social Security Claiming decision. Social Security Gets Personal…

Hello everyone! Spring has arrived in full force in Florida. We’ve gone from allergy season to the dry season in a matter of weeks. The always wonderful Love bug season is just around the corner!  And of course, we just completed tax season. For the successful executive, both tax season and love bug season have…

TRANSCRIPT: Happy New Year Everyone! While many of us took advantage of some downtime during the Holidays, our elected representatives in Congress passed an 1800-page tax bill known as SECURE 2.0 which contains several items that well compensated executives and business owners should understand as they manage their finances over the next several years I’m…