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

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

Six Surefooted Ways to Minimize Stress and Taxes in 2022

In financial planning, we often categorize people into two major groups – those who are in an accumulation stage of life, and those who...

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...

Who will own my belongings after I pass away? Who will take care of my kids and how are they supported? Can I protect my business and...

Back in school, whenever we studied a sentence and definitions, we were taught to break down the sentence structure and define the words....

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

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...

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...