4 Smart Money Moves for 2021
With the new year in full swing, it’s a great time to take stock of your personal finances. From building a budget and saving for
January 4, 2021
Tax Tips for Charitable Donations
Charitable giving is a great way to support the causes you care about while also getting a tax break. In 2020, Congress passed the Coronavirus
January 4, 2021
Creating a Successful Business Succession Plan
An exit strategy helps business owners ensure the long-term success of their company A good succession plan creates a blueprint for ownership transfer as you
December 1, 2020
Understanding Your Retirement Income Plan
Manage cash flow in retirement with multiple income streams When you retire, you get to bid farewell to the working world. That’s the good news.
December 1, 2020
How a Biden Administration May Affect the Markets
First off, this article has nothing to do with politics. It has everything to do with investing. On Saturday, November 7, major news outlets called
November 19, 2020
How to Make a Wealth-Transfer Plan
A well-designed plan protects your wishes and helps avoid conflict among your heirs. A wealth transfer plan guides the movement of your assets from your
November 2, 2020
The Importance of Long-Term Care Planning
Long-term care coverage can fill in the gaps other health care insurance leaves behind. Long-term care insurance helps cover the cost of assistance with daily
November 2, 2020
Preparing for the Election and it’s Aftermath
Pandemics and protests. Wildfires, market crashes, and a recession. If someone ever tries to tell the story of 2020 on film, it will take more
October 19, 2020
Elections & The Markets
It’s that time again! Every four years, Americans take a few minutes out of their day to choose the next President of the United States.
October 16, 2020