Ignoring taxes and inflation in financial planning is a mistake, as Uncle Sam and inflation can significantly erode investment gains.

Selling your business is one of the biggest financial events of your life. The truth? You probably don’t know what you don’t know when it comes to tax strategy—and that’s okay. Let us help you.

If you want a business that is attractive and ready to transition, if you want to leave a lasting legacy, and if you want to retire successfully and stay retired successfully; then now is the time to do something about it.

The role of a life planner is to help individuals define what it means for them to live life on purpose, understand future goals, current situation, family dynamics, and feelings about risk, and then identify the right professionals to involve at the appropriate times.

There’s a saying that people spend more time planning a two-week vacation than they do planning a 20- to 40-year retirement. Don’t let that be you. Retirement isn’t the end of the road—it’s the start of a new journey.

Wow! There is a lot in this bill and no way we are going to cover everything or deep dive into anything specific. So…after reading and reading, here is an extensive glance at some of our notes.

Naming a trust as a beneficiary of a retirement account can be beneficial for several reasons, but there are some important things you need to consider.

Financial literacy should be a required class in school—but for most people, it never was. And because of that gap, many of us are fumbling through adulthood, reacting to financial crises instead of preparing for them.

Graduation caps have flown, and suddenly, it hits you: adulthood is here. There are crucial things about turning 18 that don’t get talked about enough – and they can have a big impact on your future (and your parents, too).