Women Need Life Insurance Too! Protect Loved Ones and Find Tax-Advantaged Savings
BY Admin | August 3, 2021By 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…
Expert Interview Series: Phillip Christenson of Phillip James Financial About Retirement Financial Planning
BY Admin | July 27, 2021Phillip Christenson is a financial advisor and portfolio manager for Phillip James Financial, an independent fee-only financial planning company in Plymouth, Minnesota. He works personally with clients on wealth management issues and was recently named one of the Top 100 Financial Advisors by Investopedia. We had a chance to sit down with Phillip to hear his…
Tip #14: Tax Increase in 2018 for Small Corporations and Just a Few Days to Plan!
BY Admin | July 27, 2021By Scott Estill, J.D. Not all tax tips are applicable to all taxpayers. Please consult with your tax adviser/professional to see if these tips may work for you. Tip #14: Tax Increase in 2018 for Small Corporations and Just a Few Days to Plan! The very recent passage of the Tax Cuts and Jobs Act…
What your Tax Advisor isn’t Telling You
BY Admin | July 22, 2021Introduction There are a ton of things that your tax advisor might not be telling you in terms of your wealth management and financial well-being. We are going to discuss some of the possible myths that your tax advisor might not be telling you the entire truth about. Tax Planning Myths #1 – Tax Planning and…
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