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Tax-Smart Education Planning

Whether you are a new parent looking to provide for your child’s college education or you are thinking about going back to school yourself, with some…

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Insurance as a strategy for your business and family legacy

Building and running a successful business can be hugely rewarding, both personally and financially, but it comes at a cost.Building and running a su…

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Chance or choice: Building a life of prosperity and well-being

When it comes to financial planning, women have unique opportunities and challenges. In addition, many women are forgoing marriage and living alone. …

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Family Business Succession Planning: 10 Tips for Success

All family-owned enterprises reach a point that requires tough decisions about charting a path for the company’s future: Who is next in line to take …

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An entrepreneur's guide to wealth planning

Entrepreneurs often put off wealth planning because they’re so busy with their businesses. Yet, it’s a crucial part of protecting everyth…

DEREK GARLAND