September 2019 ClientLine Newsletter

That’s Life – During Life Insurance Awareness Month, consider the many reasons to own and periodically review your life insurance policies.

More Go Solo – In 2016, more than 25.5 million taxpayers who filed individual 2016 tax returns report non-farm sole proprietorship activity.

Is Fire Right For You – Proponents of FIRE – Financial Independence, Retire Early – work toward early retirement by reducing spending during their working lives to build funds needed for retirement.

Client Profile – Can you have both an FSA and an HSA?

What’s My Line – Does your business need a line of credit?

Meet The Simplified Employee Pension (SEP) – For sole proprietors and smaller businesses, a SEP is often among the most attractive options.

Questions And Answers

Short Bits