Estate Planning

How Life Insurance Can Build Wealth

Many people simply see life insurance as a way to protect their family financially should the worst happen to them. However, if chosen and used well, your life insurance policy can provide many more financial benefits during your lifetime and after. It's a financial instrument commonly used by affluent families with the goal to increase and protect their[...] Continue reading

How to Protect Your Assets

You've dedicated years to building your wealth and securing a comfortable future for yourself and your family. But unexpected lawsuits, creditors, or even divorce could put your hard-earned assets at risk. True financial security depends on preserving the wealth you've built. This guide will walk you through the essential asset protection and estate planning[...] Continue reading

Creating a Multigenerational Wealth Preservation Strategy

Generational wealth lifts huge financial burdens and offers future generations resources and opportunities they otherwise might not have had. If large enough, it can even support your grandchildren's needs. However, passing on large amounts of money or assets takes strategy. You must consider your purpose and goals, your family's financial literacy, and potential tax[...] Continue reading

Guide to ERISA Compliance

Most private employers providing retirement and healthcare benefits must comply with the Employee Retirement Income Security Act of 1974 (ERISA). However, achieving the requirements is challenging for most companies. This guide will discuss what ERISA entails and the available plans. We will also address some standard requirements, the role of fiduciaries, common[...] Continue reading

Second Marriages and Finances

While getting married again is exciting, it's important to consider your financials before you tie the knot. Before getting married, you and your partner should consider your liabilities, assets, incomes, and expenses. Consider Children From Your First Marriage If one or both spouses pays or receives child support or alimony, you should discuss financials before[...] Continue reading