Your guide from hire to retire.
When organizations begin exploring a merger or acquisition, most of the attention naturally goes to valuation, legal structure, synergies, and integration timelines. Yet one critical element often sits just beneath the surface; the retirement plan. For business owners, CFOs, and HR directors, overlooking how retirement plans will be handled during […]
As you near retirement, your focus often shifts from building wealth to protecting it and to making sure the people and causes you care about are provided for. Estate planning plays a key role in that transition. It’s not just about legal documents; it’s about financial confidence. An effective […]
Retirement Planning for Small Business Owners: A Smart Approach to Business and Personal Wealth As a small business owner, you’re often focused on running and growing your company such as managing employees, balancing cash flow, and planning for the next big opportunity. But one area that can easily slip down […]
We all know healthcare costs increase annually. Medical trend increases are based on higher costs for prescription drugs, advancement in medical technologies, reinsurance costs and regulatory changes. So, what are the reasons for the higher than normal premium rates as we approach 2025? The aftereffects of COVID are creeping into the system.
PCORI Fees – What are They and When Do I Pay Them? One of the many requirements in the Affordable Care Act (ACA) is the Patient-Centered Outcomes Research Institute (PCORI) fee, an often overlooked but essential aspect of compliance. The PCORI fee is a charge imposed on issuers of specified […]