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 | Apr 30, 2018
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...
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 | Apr 2, 2018
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...
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...
