Estate Planning for the Family Farm and Your Legacy

As a financial advisor who’s spent her career in the midwest, I’ve worked with more farm families than I can count. From buying new expensive equipment to riding out the drought years, there can be millions in play even on small family operations. Estate planning – splitting up the land bet …

How Much Money Do I Need to Retire?

By Michael Gold, CFP®, MBA Founder & CEO – Wealth Advisor Do you know how much money you need to ensure you do not outlive it? Many people naturally wonder how much money will be needed after retirement. One excellent book to help you with this wonder that I recommend is Rewirement by …

Fiduciary Standards Vs. Suitability Standards: What’s The Difference?

By Michael Gold, CFP®, MBA Founder & CEO – Wealth Advisor When you trust an advisor with your hard-earned money and your family’s future, one critical factor that bears great importance is the professional standard of care they must meet when working with you. Every industry has standa …

How Estate and Gift Taxes Can Impact Your Financial Plan

Heath Ledger’s death in 2008 is another tragic story of an extremely talented artist gone too young. The unfortunate circumstances of his death compounded the complexity of his estate, leaving lawyers and family in a difficult position.
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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