Selecting an Executor or Trustee

Selecting an Executor or Trustee

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...
How to Sell Your Business for Maximum Value

How to Sell Your Business for Maximum Value

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...
Finding a Comfortable Level of Risk

Finding a Comfortable Level of Risk

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...
Creating a Funding Strategy

Creating a Funding Strategy

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...
Determining Your Life Insurance Coverage Needs

Determining Your Life Insurance Coverage Needs

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...