July – Retirement Plans for Small Businesses

July – Retirement Plans for Small Businesses

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...
Charitable giving

Charitable giving

Charitable Giving: An Overview      With charitable gifting, you can donate your property to your favorite charity and reduce your potential estate taxes. A gift of property to a qualified charity may provide income and estate tax deductions if certain qualifications...
Trust Basics

Trust Basics

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...
April: Five Money Tips: Managing your Credit Cards 3

April: Five Money Tips: Managing your Credit Cards 3

Five Money Tips: Managing Your Credit Cards Credit cards can help you build credit history and, if managed properly, help improve your credit score. Tip #1: Pay on time. By paying on time, you not only avoid late fees, you may also avoid an automatic increase in...

April: All About Credit Score1

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...