Blog

Business Succession Planning

David S. Price, CFP®

Monday, July 25, 2022

What Is A Business Succession Plan? A business succession plan is a document that outlines the steps that will be taken in the event that the owner of a company dies or is no longer able to run the business.  This document can help...

Holistic Wealth Planning

Paul C. Fegan, Jr. CFP®

Monday, July 25, 2022

What Is Holistic Wealth Planning and Why Is It Important? When it comes to your finances, it's important to have a holistic plan in place. A holistic wealth plan considers all aspects of your life - emotional, physical, spiritual and...

Real Estate Tax Strategies

Joseph Keith Wilson III

Monday, July 25, 2022

Tax Strategies For Real Estate Agents. As a real estate agent, you know that taxes are a major expense. But did you know that there are a number of tax strategies you can use to save money on your taxes? Here are a few bits of advice you...

If you have elderly parents, there may come a time you realize they require assistance with their financial affairs. They may stubbornly be reluctant to ask for help, even when they need it. A good idea is to help them with financial matter

Wealthy individuals are often philanthropically inclined but must navigate a myriad of options other than a direct charitable gift.  Here we address two common techniques: donor advised funds and private foundations.  A donor...