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...
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...