Are Taxes Your Biggest Lifetime Expense?

Are Taxes Your Biggest Lifetime Expense?

Around tax time, it can be surprising to see how much you pay in taxes each year. It could be because you focused on the after-tax amount deposited in your bank account or its not until you pull all your information together at the end of the year that you see the...
Should a Trust be Part of Your Estate Plan?

Should a Trust be Part of Your Estate Plan?

As you’ve worked to build up your wealth, it is important to consider how you are going to pass down any remaining assets to your family, friends or charities. Often the first thing that comes to mind when you think about your estate plan is a will. However, many...
Are You Being Intentional with Your Money?

Are You Being Intentional with Your Money?

As we approach year-end, many use this as a time to take inventory of their year. As you think about the financial side of your life, it is worth asking if your money has been going toward things that are important to you. Some things areas of spending are inevitable,...