Robust tax planning is one of the most valuable pieces of a complete financial plan. What should your tax plan include?
It is cyber security month and scams are an ever increasing topic of importance when discussing how to protect our financial and personal assets. From cell phone calls, text messages, and emails, fraudsters are using more and more innovative ways to steal passwords and personal information, putting your financial accounts at risk. Don’t kid yourself…these […]
What is asset protection? Unlike estate planning that is set in place to protect your assets after you’re gone, asset protection is about protecting you from what can happen during your lifetime. It is the holistic practice of taking a proactive stance in managing risk, both personally and professionally. Why have asset protection? The United […]
Why have an emergency fund? Life is full of the unexpected. Whether that be medical emergencies, roof leaks, car accidents, or even a pandemic. We can never know everything that is going to happen, but we can be prepared. Having an emergency fund is foundational to any successful financial plan. Without money to fall back […]
Photo Credit: Jess Man