The Notre Dame Tax and Estate Planning Institute takes place on October 27-28. Marty Shenkman, one of the conference's speakers, will be taking copious notes and will provide an overview of the Institute highlights.
The United Kingdom's decision to leave the European Union caught the markets by surprise, setting off a new wave of volatility. Markets have since rebounded and soared to new heights, leaving many clients confused and asking questions. The fall...
Look up the word "retirement" in a dictionary and you may come across something like this: "a withdrawal from one’s position or occupation or from active working life."