Life Planning & Wealth Management articles courtesy of:
Kennedy Financial Services, Inc.
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Are You Doing Everything You Can to Save Taxes?
Tax time and those payments to Uncle Sam are front and center and rapidly approaching. Let us help you map out your course for a potential lifetime of tax savings.
A Tax Nightmare for Your Business
Don’t leave your spouse or business partner with a tax nightmare. Let us help you review your situation and show you any pitfalls that may be in your current plan.
Are You Planning for a Financial Drought?
Imagine spending your entire life building a business only to wake up at 63 and find it isn’t worth anything. Despite what most of us think, it could happen to any of us.
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Disclosure: Securities offered through Calton & Associates, Inc. member FINRA and SIPC, a Registered Investment Adviser. Investment advisory services offered through Smart Money Group, LLC, a Registered Investment Adviser. Smart Money Group, LLC and Kennedy Financial Services, Inc. are not owned or controlled by Calton & Associates, Inc.