Guide to Business Succession Planning
Succession planning for business owners can come in a lot of different forms. Here is a guide to crafting your legacy.
Succession planning for business owners can come in a lot of different forms. Here is a guide to crafting your legacy.
This reference guide includes need-to-know 2023 tax limits, credits, deductions, and exemptions.
Looking to reduce your taxable estate? Consider an irrevocable life insurance trust.
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
Happy New Year! The 4th quarter was quite the wild ride so here is my attempt to summarize what just happened. • Stocks: The Party
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.
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
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.
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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