18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
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Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.