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Do I Need an Attorney to Execute an Estate Plan in Florida?

Accountants, financial planners, attorneys, and other such professionals use the term "estate planning" in reference to the ...
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Are You Making a Wise Investment in Your Relationship With Your Financial Advisor?

Like the other important relationships in your life, you must put in the time and effort to create a strong working relationship ...
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How Will 5G Impact Investment Opportunities?

5G or not 5G? That is our question. Media and tech reports are abuzz about this new technology but definitions are buried in ...
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What Are Qualified Retirement Plans and Why Do They Matter to Employers?

Offering strong benefits—such as solid retirement options—is one step you can take to remain the best employer option for ...
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5-Step Process for Creating a Digital Estate Plan

When someone passes away, a will determines how the individual’s assets are distributed. For example, you can advise whether your ...
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Who is the Perfect Candidate for a Cash Balance Plan?

As you determine which quality retirement plan option will work best for your company, it is important to consider how each will ...
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How to Protect Your Social Media Assets

You can utilize the following tips to protect your social media assets and make the transition easier on your loved ones.
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Things to Consider About Cash Balance Retirement Plans

As a business owner, exploring cash balance plans may be  beneficial to you and your employees. A cash balance plan is a ...
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Estate Planning Checklist: The 7 Basic Components

There’s a common misconception that if you're young, don't have many assets, or don't have any family members, you don't need an ...
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