Financial Planning

Client email – Follow up on charitable giving discussion

To save you time, we’ve created emails you can personalize and send to clients on the important topics they want your guidance on.

November 24, 2014

2 min read

Don’t do DIY wills

To avoid unwanted stress on your family after your passing, you must have a will in place before you die or become mentally incapacitated. But not just any will does the job.

By Staff |November 18, 2014

2 min read

No will, many obstacles

The financial issues associated with dying without a will begin almost immediately.

By Staff |November 18, 2014

2 min read

Worksheet: Factor tax in real estate investing

Tax is a big concern when investing directly in residential or commercial properties. Rates can vary considerably depending on property type and location, so be sure to factor those costs into your buying decisions.

November 12, 2014

1 min read