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By now, the Tax Cuts & Jobs Act is news that we are all aware of. New legislation and statutes put in place should be an indication for everyone to…

There are many challenges facing boomer retirees, including longevity, inflation and market risk, taxes and unforeseen expenses, just to name a few. Everyone is susceptible to these risks, but there…

A headline sounding more like the used car salesman’s pitch we’ve all been cautious about. However, this is no joke or trick. By becoming informed and knowing current tax laws,…

As your children and grandchildren are going back to school, it may be time to think about their educational future, and how you may be able to help them. Loans,…

Many high net-worth individuals often wonder what the best way is to create a seamless estate plan, and though there are many options, trust-owned life insurance (TOLI) has been proven…

Tax Reform can be uneasy, especially in this era. Many people are expecting President Trump to restructure taxes, and possibly change gift and estate tax rules. However, nothing is set…

It is no secret that The Social Security Fund is in severe financial trouble. In years past, Social Security funds have been held by the government due to the ever-increasing…

Will your business survive after you leave?   Business owners often face many challenges as they look to sustain their businesses through various challenges.  The loss of a key person,…