Many estate plans include a program of making lifetime gifts. So, is it sometimes better to distribute assets this way, rather than bequeath them in a will or trust?

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For many small business owners, the sale of their company is the foundation of their retirement plan. Learn how the right business succession plan can help you secure your retirement.

  We know how important finances are to your life so we're here to walk with you every step of the way. Watch this short video to see how your life planning journey begins:

Any small business should review their structure considering the implications of the 2017 Tax Cuts and Jobs Act (TCJA). 

Here is an article to assist you in formulating questions for your tax, and legal advisor. 

Taxes can often feel overwhelming so we've provided a helpful reference guide for 2018, showing you important information in one place.

Updating your financial plan for changes in tax law and social security will increase a meaningful analysis of cash flow.  Clink this link to see the changes for Social Security for 2018.   Social Security Changes 2018

It’s that time again - the end of a fiscal year and that means tax season is just around the corner. With each passing filing it seems as though young professionals are turning their backs on financial professionals such as accountants, investors, and advisors, and turning to the technological solutions.

It's important to keep your financial life organized. We provide a great resource to help you do this. Watch the video to learn more!

The decision to buy life insurance is one of the most important that we can make in our financial lives. It requires careful consideration of our needs, concerns and priorities.

With the tax season coming up soon, we wanted to share this helpful resource with you! If you have any questions, please reach out to us at 720.510.1199.