Guide to Business Succession Planning
March 11, 2024
Succession planning for business owners can come in a lot of different forms. Here is a guide to crafting your legacy.
Insights
2023 Tax Guide
February 12, 2024
This reference guide includes need-to-know 2023 tax limits, credits, deductions, and exemptions.
How Does an Irrevocable Life Insurance Trust (ILIT) Work?
February 7, 2024
Looking to reduce your taxable estate? Consider an irrevocable life insurance trust.
Keep Politics Out of Your Portfolio
January 17, 2024
In our current environment, where political news comes from every direction, it’s important to remember the importance of impartiality in your portfolio. There is a
1st Quarter Market Update 2024
January 12, 2024
Happy New Year! The 4th quarter was quite the wild ride so here is my attempt to summarize what just happened. • Stocks: The Party
Protect Your Children from Their Inheritance
January 3, 2024
Wealthy families often find themselves grappling with how to effectively pass along assets to their children while ensuring those children are ready for the responsibility.
We All Have Money Blind Spots
December 28, 2023
Blind spots, in the realm of investing, can be likened to the unnoticed smudges on a pair of glasses. They obscure a clear view of
Preparing for a First Meeting with a Financial Advisor
December 19, 2023
You have a first meeting with a new financial advisor, congrats! You’re taking an essential step in forging a path to financial confidence and clarity.
Are You Prepared for a 30 Year Retirement?
November 20, 2023
The good news? Retirees are living longer. The bad news? Many aren’t planning for it financially. Life expectancy is a key piece of retirement planning.
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Matthew Logan, Certified Financial Planner® Series 7, Series 66, Series 24 Life and Health Insurance
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