by Stephanie Goulette | Jul 2, 2018
Retirement Plans for Small Businesses Presented to you by Fred Burgess If you’re self-employed or own a small business and you haven’t established a retirement savings plan, what are you waiting for? A retirement plan can help you and your employees save...
by Stephanie Goulette | Jun 4, 2018
Nonprofit Boards: New Challanges and Responsibilities Brought to you by: Fred Burgess The days are long gone when nonprofit boards were made up of large donors who expected that little more would be asked of them beyond socializing at the occasional fundraiser. Being...
by Stephanie Goulette | Apr 25, 2018
Trust Basics Whether you’re seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish your estate planning goals. Their power is in their versatility–many types of...
by Stephanie Goulette | Mar 22, 2018
All About Credit Scores It’s difficult to imagine functioning in today’s world without credit. Whether buying a car or purchasing a home, credit has become an integral part of our everyday lives. Having easy access to credit goes hand in hand with having a...
by Stephanie Goulette | Feb 5, 2018
Wills: The Cornerstone of Your Estate Plan If you care about what happens to your money, home, and other property after you die, you need to do some estate planning. There are many tools you can use to achieve your estate planning goals, but a will is probably the...
