by admin | Dec 18, 2020 | Estate
Whether you choose a will or a living trust, you also need to select someone to administer the disposition of your estate—an executor or personal representative and, if you have a living trust, a trustee. An individual, such as a family member, a friend or a...
by admin | Nov 20, 2020 | Business
You have been building your business that you’ve put a lot of time, effort, and sweat equity into growing, and now you’re looking to sell. Your objective is to get maximum value, and you’re assessing steps to prepare for the sale. There are a...
by admin | Oct 16, 2020 | Investment
All investments involve a trade-off between risk and return. A certain amount of risk is inevitable if you want your money to grow. The key is determining how much risk you feel comfortable with. KNOW YOUR RISK TOLERANCE Are you uncomfortable with change? Can...
by admin | Sep 18, 2020 | College
Saving for college isn’t easy, but the earlier you start the better off you’ll be. For example if you save $60 a month for 17 years earning 8% per year, you will have over $25,000 by the time college begins!1 There are several savings and investment...
by admin | Aug 21, 2020 | Insurance
Like auto insurance coverage, it is sometimes difficult to see the true value of life insurance coverage until you actually need it. In the meantime, the only way you will feel comfortable with your life insurance policy is if you understand, and agree with, the...
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