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June 2024 Client Line

Independent Contractor Rules Updated – take note of recent Department of Labor changes in the Fair Labor Standard Act’s rule for determining independent contractor status.

Clean Out Your Subscriptions – do you have recurring charges that don’t register as unnecessary?

Cash Balance Plans: What’s Your Advantage? – a cash balance plan might allow you to compensate for years of underfunding your retirement.

June 2024 Client Profile

Start Your College Grad on the Path to Becoming a Millionaire – you may be able to do this utilizing any unused funds in the student’s 529 plan.

June 2024 Question and Answer

Legal Powers: Prepare Your Child for College – along with other things necessary for a move to college, your student should have medical and personal powers of attorney.

Do You Feel Wealthy? – making it into the millionaires’ club isn’t what it used to be.

12101 Woodcrest Executive Drive, Suite 300
St. Louis, MO 63141
P: 314-205-2510

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