Bert Livingston

904-296-3300 ext. 5019

Retirement Redefined

Around the country, attitudes about retirement are shifting.

 

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Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.

You May Need to Make Estimated Tax Payments If…

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Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.