Gene Gard

ALL ARTICLES

The Corporate Transparency Act

Gene Gard

Business owners will have a new reporting requirement beginning January 1, 2024.

Retiring Earlier than Expected

Gene Gard

Seven tips to help you navigate an early retirement.

Managing Taxes on Social Security

Gene Gard

These strategies can help you lower your tax exposure.

Five Tax Opportunities in Retirement

Gene Gard

Help yourself in retirement by taking advantage of tax-saving opportunities.

Trust the Process

Gene Gard

Don’t let FOMO dictate your investments.

How to Prevent Fraud at Your Business

Gene Gard

Three steps business owners can take to shield their companies.

Is Now the Time to Buy a House?

Gene Gard

In an ever-changing landscape, when should you buy a home?

Financial Literacy for Children

Gene Gard

Ensure the children in your life are prepared for financial success.

Year-End Financial Checklist

Gene Gard

Make sure you’re on the right track to meet your financial goals.

Eight Open Enrollment Mistakes

Gene Gard

Avoid these common errors when reviewing employer-sponsored benefits.