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Gary Goldberg, RFC®,Wealth Manager  |  May 22, 2024

CHOOSING A RETIREMENT PLAN THAT FITS YOUR BUSINESS

If you have yet to develop a retirement plan for your business, or if you're not sure the plan you've chosen is the right one, here are some things to consider. How much can my business afford to contribute? The cost of contributions may be managed by the plan type. A simplified employee pension plan (SEP) is funded by employer contributions only. SEP contributions are made
to separate IRAs for eligible employees.

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Gary Goldberg, RFC®,Wealth Manager  |  June 13, 2024

WHAT DOCUMENTS SHOULD I BRING ON VACATION?

It's that beautiful time of year when everyone is taking their vacations! Whether near or far, here is a little bit of advice on what to take with you on your trips!

It's best to start preparing for international travel as early as possible.  Some destinations may require a special visa or other entry documents that can take time to process and fulfill.

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