As a financial advisor, I often come across clients who are exploring the best business structure to meet their financial and tax needs. One popular option is the S-corporation, a …
The Tax Advantages of S-Corporations Over Self-Employment Read More »
Qualified Charitable Distributions (QCDs) offer an effective and tax-efficient way to give back to the community while reaping financial benefits. These distributions allow individuals aged 70½ or older to donate …
Qualified Charitable Distributions: A Smart Way to Give Back and Save on Taxes Read More »
“Do I need to consider long-term care insurance, or can I get by with self-insuring?” As with most questions involving financial planning and taxes, our response is one we give …
“Do I need to consider long-term care insurance, or can I get by with self-insuring?” Read More »
“If I’m in the 32% tax bracket, thirty-two cents of every dollar I earn goes to the government, correct?” This is a great question and one we receive several times …
If you are one of the many Americans who are in a second marriage, you may need to revisit your estate strategy.1 Unlike a typical first marriage, second marriages often …
Yours, Mine, and Ours: Estate Strategies for a Second Marriage Read More »
Our passion to protect and perpetuate prosperity for future generations is the heart of our business. The relationships we’ve built with our clientele fuels that passion! We are forever grateful …
If your family relies on your income, it’s critical to consider having enough life insurance to provide for them after you pass away. But too often, life insurance is an …
When it comes to retirement, women may face unique obstacles that can make saving for retirement more challenging. Given that women typically live longer than men, retirement money for women …
Did you recently add a second comma to your bank balance? Has a recent financial event raised your net worth to the next level? It’s an exciting time, whether it’s …
