Melissa Brooks

New Law For 2024

If you own a small business or family office you could be required to report ownership details to the federal government… or face stiff penalties and possible jail time. The Corporate Transparency Act went into effect on January 1, 2024, and it requires otherwise unregulated companies to report information about “beneficial” owners, those who own […]

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You Only Live Once

You may have heard the adage “you only live once” as it applies to pursuing opportunities and taking risks. But what does this saying really mean? While we agree that “you only live once”, you could also take it to mean that you should think wisely and avoid mistakes.  Preparing for retirement is not a

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working into your 70s young and older employees

Working Into Your 70s

Should You Continue to Work Into Your 70s? An ever-growing number of Americans have been working past the traditional retirement age. Either because they can’t afford to retire sooner (an unfortunate possibility) or by choice. It does come with some benefits if you continue working into your 70s. Today, we’ll discuss some possible reasons why

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social security benefits

The Future of Social Security

The Future of Social Security The Social Security Administration periodically evaluates the program’s financial health and adjusts various factors to ensure its long-term sustainability. However, many reports suggest that it will suffer a benefit reduction. It’s no surprise, therefore, that most millennials say they won’t be factoring Social Security benefits into their retirement strategy. They’ve

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