Estate Planning Financial Advisors: Why You Need One

Are estate planning financial advisors necessary? Find out how well-implemented financial plans will help you to achieve your goals.

Different Kinds of Stock Options and How to Plan Around Them

Stock Options and how to plan around them.

Five Small Business Planning Mistakes You Won't Want To Make

We will examine insights and demonstrate five mistakes that small business owners commonly make and the commonly overlooked solutions.

What is Legacy Planning? A New Way to Think of Legacy Planning

In this overview, we will examine the different ways that you can consider creating a legacy through the three legacy stages in life.

6 Tax Minimizing Strategies for End of Year Returns

Tax minimizing strategies are a surefire way to reduce the stress in end-of-year returns here are 6 tax minimizing strategies to help reduce

Accumulation Vs Decumulation Retirement Planning - How to Transform Your Investments and Cash Flow

Accumulation Vs decumulation - Know how to transform your investments & cash flow? You need a good budget, to stay on target, & to fill up

The Basics of Medicare

I had the opportunity to sit down with Jay Lamb with Elite Medicare and have a conversation about Medicare. We covered the basics of how...

The Basics of Estate Planning

The basics of Estate Planning can be far from basic and frequently raise many key questions: Who will own my belongings after I pass...

Understanding and Deciding Between Mutual Funds VS ETFs VS Index Funds

Do you know the difference between an ETF, Mutual Fund and Index Funds? Should you invest? Here's our breakdown, in simple terms.

How to Know if You Need Long-Term Care Insurance

Long-term care insurance can be a complicated area to understand. There are multiples types of insurance products that approach long-term...

Charitable Giving and Tax Deductions: How to Give and Get Money Back

Just a few years ago, if you wrote a check to your church or charity they would send you a paper at the end of the year, and for most...

Have You Heard of Paying a 0% Tax Rate?

There is so much on the internet about how to pay little to no taxes for life, and from what I can see, a lot of it is garbage, with some...

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