Why You Should Plan For An Inheritance

Why You Should Plan For An Inheritance

Those fortunate enough to receive an inheritance should consider important factors, such as estate taxes and liability protection. Otherwise, they may struggle to preserve their wealth. Beneficiaries need a game plan to protect their inheritance, so they can one day...
Preparing For Retirement

Preparing For Retirement

It’s never too early to start planning for retirement, whether you’re in your 40s or your 20s.  As a financial professional in a state such as Florida that’s so popular with retirees, this is something that’s near and dear to my heart.  There are some...