As the new year quickly approaches, make sure you’re prepared with your year-end giving strategy checklist.
This article provides high-level details about what a 1031 Exchange is and when a person should consider one for their investment and real estate strategies.
It’s important to keep your personal data safe, both on- and offline. Learn some important identity theft prevention tips here.
Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your charitable contributions can create tax benefits for both you and your chosen charity.
Is it time to update your health insurance coverage? Starting November 1, you'll have a limited window to do so. Here's what to consider about changing your coverage.
Let your clients and contacts know about what a big job retirement strategy represents, and what a help you will be in setting it into motion. Factoring in longevity is a big part of that.