Thinking about handing over the reins to your business? These considerations will help you create an effective and tax-efficient succession plan.
Can you imagine what would happen if you died and your beneficiaries didn’t know where to find your will? Or your money?
You’ve worked hard to build up your money. Now how do you make sure you can pass on as much of it as possible to your children and grandchildren?
September 23, 2016
They say it’s better to give than to receive, but it certainly doesn’t hurt if you can get a tax break at the same time.
September 19, 2016
As tuition costs rise, so does student debt. But it’s possible to borrow wisely and repay responsibly.
September 13, 2016
Probate happens where death and taxes meet. Here’s what you need to know about it – and why – when making your own will or executing someone else’s.
Everyone would like to imagine a future with perfect health. But the right time to plan for unexpected illness is when you’re healthy. Critical illness insurance can help cover the costs associated with a life-altering illness.
September 06, 2016
Integrating charitable giving into your estate plan can help more than your community. It carries tax benefits too.
September 02, 2016
Bracing your budget for the impact of back-to-school shopping? Cost-saving tactics from a panel of experts can help make it a softer landing.
August 31, 2016
Are you worried about sinking into debt while attending college or university? Here are 6 smart ideas to help you stay on top of your finances.