End-of-the-Year Money Moves in 2022
Here are some things you might consider before saying goodbye to 2022.
Your Guide to Year-End Charitable Giving
Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your charitable contributions can create tax benefits for both you and your chosen charity.
What is a 1031 Exchange?
This article provides high-level details about what a 1031 Exchange is and when a person should consider one for their investment and real estate strategies.
Insurance Basics: Business Insurance
Have your clients insured their business? Use this article to connect with them and ensure that all their hard work is protected.
Insurance Basics: Auto Insurance
If your clients are confused about how auto insurance works, this article helps explain the ins and outs while keeping them safe and insured.
Social Security and Your Spouse
Did you know that you can claim a spousal benefit for social security? We detail a few important situations where you can claim spousal benefits for social security, even if you're widowed or divorced.