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Proper legacy planning could be one of the greatest gifts you give your loved ones. However, you may be delaying the process of creating an estate plan because you’re thinking, “Where do I start?” Below are key questions you should be asking about your estate plan. Have You Created Your Will? A will is often […]Continue reading
Happy New Year! It’s a new year, a new you, and a new time to do things differently—like your taxes. Tax-filing season is officially here, and there are many things you can do to be prepared and organized. Here are a few simple tips that can help you save time, stress, and money: Decide […]Continue reading
Many families have plans to give their children and grandchildren financial gifts when they die, but it might make sense to gift earlier. Making financial gifts during your lifetime can significantly impact their lives, sometimes when they need it most. It also provides you with the benefit of seeing your loved ones enjoy your gifts. […]Continue reading
For many, owning a business is the American dream come true, and making management decisions that grow your business brings about well-deserved feelings of accomplishment. Playing devil’s advocate here—did you decide to use any of your cash flow to fund your retirement investments? According to CNBC, 78% of small-business owners plan to sell their […]Continue reading
July marks the halfway point of the calendar year and is the perfect time to financially reflect on what’s already passed and what’s to come: Have I saved enough? How much have I spent so far? Where am I in reaching my goals? Is it too late? Well, there’s a simple answer to the last […]Continue reading
