Tax Planning

The Truth About Tax Reduction and Asset Protection Strategies

BY Admin | March 22, 2017

There is a lot of literature and information out there about how to reduce your taxes and have better asset protection. Like all advice, some information is better than others. Unfortunately, when it comes to reducing taxes and making sure you have a solid asset protection strategy, a wrong move can cause serious financial and…

Retirement, Tax Planning

Expert Interview Series: Retirement author Tom Hegna on Protecting Your Retirement Assets

BY Admin | February 27, 2017

Thomas Hegna is an author of four books on retirement, and a speaker and economist who has been featured on a nationally syndicated PBS show, Don’t Worry Retire Happy!, which has played in over 50 million homes in the U.S. and Canada. We recently checked in with Tom to get his advice on retirement planning, the importance…

Asset Protection, Tax Planning

How to Choose the Right Corporate Structure

BY Admin | February 23, 2017

Choosing the right structure for your business is important for several financial reasons. It is also an important decision from convenience and legal perspective as well. It will determine how you should pay your taxes, your personal liabilities, and how you can generate capital for your business. Thankfully, even if you have chosen a corporate…

Asset Protection, Finances, Insurance, Tax Planning, Wealth Management

Expert Interview Series: Cary Carbonaro, Author of The Money Queen Guide, About Financial Literacy and Wealth and Asset Management for Women

BY Admin | December 22, 2016

Cary Carbonaro, CFP® MBA, is an award-winning, nationally-known personal finance expert, the managing director of United Capital, a dynamic keynote speaker, a CFP Ambassador, and the author of the best-selling Money Queen Guide. We had a chance to chat with Cary about financial literacy challenges that women face and how to overcome them. Tell us a…

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