Serving businesses and individuals in the Rogue Valley
Ashland CPA 541-482-3711
Step 7: Find Your Raison d’EtreWhat do you consider to be your purpose in this world? Few people think about their life that way. In Japan, they call it your ikigai. In France, they refer to your raison d’etre. For...
Continue ReadingStep 6: Looking to Legacy Planning to Address Future Needs of FamilyHow do you want to be remembered? People often view their legacy as a way of disseminating assets to charitable venues to be remembered as passionate and generous supporters....
Continue ReadingStep 5: Estate PlanThe value of an estate plan is twofold. Yes, you want to pass your assets on to heirs in a seamless and tax-efficient manner. But it is also a roadmap to help your heirs understand the full...
Continue ReadingStep 4: Putting Together a Health PlanPlanning for healthcare in retirement is a tricky business. Some hardcore smokers live past 100, while some hardcore exercise and fitness gurus drop dead in their sixties. You just don’t know – which is...
Continue ReadingStep 3: Develop a Financial PlanWe all have a different vision for our golden years – and we are also on individual financial tracks to meet our financial goals for retirement. But if you’re not where you think you should...
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