Finances

6 Long-Term Investment Tips

BY Admin | May 30, 2023

Investing for the long-term can be a good way to grow your wealth and prepare for the future, but it's important to approach it with a plan. By following these six long-term investment tips, you can increase your chances of success and reach your financial goals.1.     Diversify your portfolio: One of the key principles of investing…

Asset Protection, Finances, Retirement, Small Business, Tax Planning, Wealth Management

We are Thankful for YOU!

BY Admin | December 3, 2021

As we reflect back on the year, we are grateful for the challenges and growth that we all have gone through this year, our personal lives, business, and relationships have matured through education and increased understanding, sadness and sorrow, love, economic and financial changes. Through it all, we have each had marvelous and exciting experiences!…

Finances, IRA, Retirement, Tax Planning, Wealth Management

New Capital Gains Tax Causing Money Shuffle

BY Kendal Blunck | December 1, 2021

Many wealthy investors are selling their stocks, company shares and other capital gain assets to avoid some of the upcoming capital gains tax. Personal finance experts are taking a hard look at the new tax laws that are coming down the pipe across the country, especially in California or Washington and encouraging moves into other…

Finances, Insurance, Tax Planning

Women Need Life Insurance Too! Protect Loved Ones and Find Tax-Advantaged Savings

BY Admin | August 3, 2021

By Harold Goldman Women now makeup nearly half of the workforce and are a more central part of a family’s income than ever, yet they are also consistently under-covered and under-funded when it comes to life insurance. According to a 2013 Pew research study, women are increasingly the primary breadwinners among American families. Four (4) in ten (10) American households…

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