Running a veterinary practice is deeply rewarding—but it’s also demanding. For many female veterinarians who own small clinics, retirement planning often takes a back seat to daily operations, staff management, and patient care.

In the face of rising interest rates and persistent inflation, every deductible dollar matters to a growing enterprise.

Are you approaching or reached a million dollars in your employer retirement account? Congratulations! More than likely, your retirement goal is now funded. If the entire account is allocated to pretax retirement savings, it’s time to speak with an advisor to do some tax planning. There are several strategies that can be utilized to reduce the income taxes you will pay over your lifetime.

Consider looking beyond the 401(k). Our latest post explores the cash balance plan as a powerful tool to realize your retirement dream.

Wondering which retirement plan works best for your business? Clear Insight can help business owners navigate retirement plan choices and save money on taxes.

If you’ve been waiting for the Federal Long Term Care Insurance Program to re-open to new enrollees, it looks like you will have to wait two more years. The Office of Personnel Management (OPM) announced on November 13, 2024, that the program suspension will be extended through December 2026.

From November 11 through December 10, you have a chance to choose the TRICARE plan, dental and vision coverage that best works for you and your family. There are several changes that service members and retirees should be aware of, not least of which are rate hikes across the plan.

The 2024 FEHB Open Enrollment Season is here. It is time to comb through the fine print because there are some big changes.

Federal employees, retiring on time is possible with the right plan in place. Read our insights to prepare for a smooth transition.