People spend a lifetime accumulating assets and building an estate with the intention of passing it on to their heirs or charitable beneficiaries. Without proper planning, a person’s death can create significant hardships on the people for which the estate was created.
In a small business setting, it could take years to find or develop the executive talent needed to build the business to the next level.
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. Longer life spans have created a number of new issues that need to be taken into consideration when planning for retirement.
Insurance is essential to any comprehensive financial security plan. If tragic events like death, disability or critical illness strike, insurance can protect you and your family from undue hardship.
The death of a partner or major stockholder in a business can have devastating effects on both the business and the deceased partner’s surviving family.
Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.