Felipe Wityk Sanchez

Running a business presents unique challenges and opportunities that can significantly impact retirement planning.  Here, we’ll share some reasons why retirement planning differs for business owners and explore key considerations they should keep in mind. Business Owners Are Both Plan Sponsor and Contributor One of the primary distinctions for business owners is the dual role they often play as both business operators and retirement planners. Unlike employees who contribute to...

Imposter syndrome is the persistent feeling of being a fraud despite evident success, competence, or accomplishments.

President Donald Trump’s proposed tax initiatives promise lower rates, fewer deductions, and big shifts in how income is taxed. However,...