With the Tri-Cities housing market about as hot as it has ever been, why would an investor want to consider investing in …
As higher education costs continue to rise, it’s important to consider how best to fund your child’s or grandchild’s education. I propose …
One common concern for investors is seeking a reliable source of passive income. Sometimes it is not immediately evident to those investors …
One of the biggest areas that is often overlooked in an estate plan are the seemingly innocuous beneficiary designations tied to assets …
Sometimes the concept of financial planning is considered distinct from the more laborious and esoteric task of estate planning. The financial plan …
Personal liability exposure is an important planning consideration. A person should be able to identify potential risks and assess means to mitigate …
Conventional financial wisdom suggests that the first thing a person should do after building the three to six month rainy-day fund is …
Property owned by a spouse does not automatically transfer to the surviving spouse at death. Instead, something more is needed in the …
If you are a business owner that: (1) is looking towards succession planning and the option of selling your interest in a …
