It’s never too early to plan for retirement. It may seem obvious, but in retirement your income will usually be less when compared with your working years. That’s why it’s a good strategy to begin saving while you have income. Tax-saving strategies during retirement will...

Most people count family, charities and close friends as their beneficiaries when they come to us for estate planning. At Phelps LaClair, we also have clients who consider their pets to be family members. The emotional bond can be quite strong between humans and animals....

Estate planning is what you do to ensure that your wishes will be followed if you are incapacitated or you pass away. It accounts for how you want your assets distributed and what decisions are made for medical care or end of life. Phelps LaClair,...

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