Our latest POSTS
Podcast: What is important when building versus buying a home?
In this episode we discuss the many factors that are important in deciding if you should build a new home or buy an existing home, including
What are the pros and cons of buying new?
What are the pros and cons of buying an existing home?
What financial impact does buying a home have on your financial goals?
and many more!
Podcast: What is your philosophy of gifting wealth?
In this episode we discuss the essentials of planning for gifting your wealth to future generations or causes you support. We discuss:
When is the right time to start gifting?
How do you handle the family dynamics of gifting?
Can you ensure that gifts are spent wisely?
and many more!
Wealth Transfer Strategies: Secure Your Legacy with Tax-Efficient Giving
Review These Wealth Transfer Strategies Before the Holidays Wealth transfer isn’t just about passing out money around the end of the year. It can also secure your family’s financial future […]
Newsletter – 2024 Q4
Fourth Quarter – 2024 Advisor Desk As we wrap up both the fourth quarter and the year 2024, it’s worth taking a moment to reflect on what has been another […]
How Does Debt Consolidation Affect Your Credit?
Full Article: Money.com – How Does Debt Consolidation Affect Your Credit? Debt consolidation involves combining multiple debts into a single loan or credit line, aiming to simplify payments and potentially […]
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