Having a team of skilled and knowledgeable business professionals is one of the best ways to protect your family’s wealth. However, assembling the right team can be a challenge. Members of this team should not only have unique abilities and varied areas of expertise, but they must also be reliable and trustworthy. So how do you build this team? Just follow the steps below to create your very own super group of advisors!Read More
Financial Planning Blog
Life is full of personal and professional challenges, all of which help us to learn and grow. However, these challenges also take up much of our time, making it difficult to manage finances effectively.Read More
When it comes to getting a new car, you have two primary options: buying and leasing. Each of these options offers different advantages and disadvantages, so it is important to compare them carefully before making an informed choice. Below is some basic information you can use to simplify your decision.Read More
The Tax Cuts and Job Act was signed into law by President Donald Trump on December 22, 2017. This massive tax reform act, an attempt to encourage economic growth, will have wide-reaching effects on all Americans across various income levels. While the majority of middle-income Americans will enjoy a noticeable break come tax time, investors have an important responsibility to be proactive in educating themselves and preparing for the effects this tax reform bill will have on them personally. If you haven't already done your homework here, waiting until tax time to see what happens is not the best approach. Being proactive will help you best prepare for the upcoming tax season and avoid surprises down the road.Read More
The hurricane season of 2017 delivered massive damage to properties in the United States, and now that the actual storms—particularly Hurricanes Irma and Harvey— have done their damage, rebuilding has begun. One firm estimates that insured losses in the U.S. from Hurricane Irma will range from $25 to $35 billion. For Hurricane Harvey, insured losses will be just above $10 billion.
If you and/or your home were affected by these massive storms, how do you begin rebuilding? Here are 7 tips on how you can recover from a hurricane disaster—without losing your sanity or your life savings: