Financial Planning: Let’s Talk Taxes

Are you familiar with how our federal tax code originated?
The Power of Cost Segregation

The goal of a cost segregation study is to identify and reclassify the various components of a property to take advantage of shorter depreciation periods.
Investment Planning: What Drives the Dollar?

Discover key factors influencing the U.S. dollar’s value, from economic indicators to geopolitical events.
Business Planning: Christmas – Don’t Grow Broke

Unfortunately, many business owners only/primarily look at revenue as the metric to assess growth. This can lead to disastrous outcomes!
Financial Planning: Long-Term Care & Support Services

Millions of older adults and younger individuals with disabilities require assistance with daily activities that many take for granted.
5 FAFSA Tips Every Parent Needs to Know Before They Fill Out Their FAFSA

Filling out the FAFSA is the first step in securing federal student loans, which are often the best loan options available if your family needs to borrow for college.
Investment Planning: Taking The Long View

When it comes to investment planning, IAG Director of Investments Chris Steward reminds you how important it can be to take the long view.
Financial Planning: Cybersecurity Tips

It is not surprising that a survey last year by T. Rowe Price found that health care costs are the biggest financial worry among retirees.
Business Planning: Tricks And Treats

While we are more familiar with “trick or treat” in the context of children and Halloween, it can also be applicable for business owners.
Financial Planning: Managing Health Care Costs in Retirement

It is not surprising that a survey last year by T. Rowe Price found that health care costs are the biggest financial worry among retirees.