Business succession – what happens to your business once you no longer choose to or are able to run it – is one of the most important and often overlooked…
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It is never too early to begin retirement planning. Unfortunately, many people put it off. If you are wondering what you can do now to ensure you are set for…
A Personal Financial Specialist, or PFS, is an individual who is highly qualified to offer advice on a variety of financial issues and has earned the PFS credential from the…
Each year there are changes to the tax code that affect your tax return, and 2015 is no different. Here are the changes to be aware of for the coming…
Estate planning puts your mind at ease and makes things easier for your loved ones once you are gone. Nobody can predict the future and emergencies can occur at any…
Every year changes are made to the tax law that affect the way you manage your money throughout the year and how you file your tax return in the new…
Personal Tax and Financial Planning 2014 – 2015: What You Can Do Now to Save Money Now If you are like most people, you experience an end-of-year rush that leaves…
Estate planners are often asked whether trusts are only for the wealthy. Though it is not necessary for some people of modest means to establish a trust, it can be…
First blog post coming soon. “‘Cause I’m the Taxman, Yeah, I’m the Taxman.” -George Harrison
