Wills and Trusts: It’s Not Really About the Documents
BY Admin | January 27, 2019The Siegel Law Group, P.A.By: Barry D. Siegel Wills and Trusts: It’s Not Really About the Documents For decades a debate raged in legal circles about which documents were better – wills or trusts. Members of the public didn’t really know the difference, but there was a perception that trusts were more complicated and expensive…
Automating Your Finances for Retirement Wealth Planning
BY Admin | August 2, 2018Budgeting and keeping your financials in check is not the most enjoyable task on the planet, but it’s a necessary one nonetheless. It’s also a time-consuming process and one that can cause undue stress in your life. From making sure bills are paid on time, to ensuring enough money is in your checking account to…
Caution: Lack of Knowledge About LLCs May Be Harmful to Your Financial Wellbeing
BY Admin | May 31, 2017A limited liability company (LLC) is a business structure that combines the benefits of both a corporation and a sole proprietorship or partnership. It offers pass-through taxation, if elected, with the added benefits of asset protection. LLCs are an excellent solution for business owners in many situations, but they may not be the best choice…
Expert Interview Series: Matthew R. Etzler of Etzler Financial Advisors About Effective Wealth Management With the Goal of a Worry-Free Retirement
BY Admin | January 23, 2017Matthew R. Etzler is an independent fiduciary advisor that helps people make smart decisions to live a more meaningful life and avoid costly mistakes along the way. We had a chance to speak with Matthew about the importance of financial planning and its role in helping Americans retire comfortably. Tell us a bit about your background.…
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