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.
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.
Investment Planning: The Importance of Dividends
About 40-50% of returns have come from Dividends historically, although in recent decades that proportion has shrunk substantially.