Stay proactive with your financial planning. Collaborate with your CPA to understand tax implications and optimize your strategy.
Salary gets all the attention, but your benefits package may hold just as much value. With open enrollment around the corner, now’s the time to look closely at your health plan, retirement savings, and insurance options.
Is retirement on the horizon for you in the next five to ten years? It’s a goal that you’ve spent a lifetime working towards and with the finish line in sight, it's the perfect moment to fine-tune your plans to ensure your transition is as smooth as possible.