RESOURCES

We want to provide you with ideas that will help you make smarter financial decisions. Learn about planning, tax strategies, investments and more; it’s all right here – check it out.

Best Places to Retire in the U.S. in 2021

It is a top question pre-retirees ask- “Where should I live in retirement?” Whether you are considering moving permanently or plan to be a snowbird, most retirees still want to spend their golden years where the weather is warmer and the taxes are lower.

Tax Strategies for High Earners

Preparing a strategy that is both advantageous and tax-efficient might feel daunting at first. Thankfully, there are some things you can do now to keep from overpaying taxes.

Family Business Succession Plan

If you intend to pass your business on to the next generation, developing a business succession plan should be top of mind when considering the future of your company.

Creating an Estate Plan

You may receive some estate planning advice that says, “write a will, get it notarized, etc.” You already knew how to do that. What you need is solid financial advice before you get into the mechanics of creating the binding document that will achieve your goals.

The Importance of Wellness in Retirement

You can do all the retirement planning you need in order to secure total financial freedom in retirement. But without the physical health to enjoy it – you’re missing out on the quality of life you envisioned.

10 Tips to Aggressively Pay Down Your Debt

Debt can wreak havoc, not only on your finances but also on your ability to borrow. Having a lot of debt can create stress and sometimes be hard to get under control. The good news is, is that there are ways you can aggressively pay down your debt, helping you to get in a better financial position quicker and alleviate the stress that debt can bring. 

How Much Life Insurance Do I Need?

Many people do not like talking about life insurance — in times of health and relative ease, it can be an uncomfortable conversation. Moreover, the complexity of determining exactly who needs it and how much they need can be a little overwhelming.

Retirement vs. Funding Your Children’s College Education

It is a top question pre-retirees ask- “Where should I live in retirement?” Whether you are considering moving permanently or plan to be a snowbird, most retirees still want to spend their golden years where the weather is warmer and the taxes are lower.