In my blog, Your Retirement Story: What the New Tax Law Means for You, we explored how new tax laws can shape your retirement strategy. 

If you own a business, retirement planning is never just about your personal savings. It’s about your daily lifestyle and rewards, exit strategy, your family, your employees, and your legacy.

Let’s be honest—few things make our eyes roll and our stomachs churn like tax law. It’s dense, complicated, and rarely feels personal. But here’s the truth: tax changes have a direct impact on your retirement security.

In our first conversation, we explored how inherited cultural influences—your family background, religion, socioeconomic status, gender, and even the defining challenges and triumphs of your generation—shape how you view retirement. 

From Simple Dreams to Complex Realities: Rethinking Retirement

They say retirement should be simple. But your life, your legacy, and your family aren’t simple. That’s why your retirement plan shouldn’t be either.