How to Practice Proper Legacy and Estate Planning

Transferring wealth to your family can be a complex process, and it is important to be aware of the risks and challenges involved. A significant number of wealthy families lose their wealth by the third generation, and therefore, it is essential to know the risks that affect wealthy retirees and have strategies in place to [...]

2023-02-28T03:47:56+00:00February 27th, 2023|Estate Planning|

Tax Tips for the Upcoming Tax Season

With the introduction of a new year behind us, the start of tax season is fast approaching. Completing federal income taxes is often a drawn-out and convoluted process, and it is inevitable that some mistakes will be made. Everyone knows that these small errors can have a large impact on tax refunds and can even [...]

2023-02-20T22:02:18+00:00February 20th, 2023|Taxes & Tax Planning|

Don’t Forget the Power of Compounding Interest

Einstein is quoted as saying that the most influential mathematical concept of his time, or "the eighth wonder of the world," is the concept of compounding returns.[1] Compounding interest is a financial concept that refers to the reinvestment of earned interest, allowing for the exponential growth of an initial investment. This can be a valuable [...]

2023-02-14T18:50:12+00:00February 14th, 2023|Investments|
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