by Jake Ness | Nov 30, 2023 | Retirement Planning
Social Security is a government program that provides retirement, disability, and survivor benefits to eligible individuals. It serves as a vital source of income for retirees, providing financial security in their later years. However, many individuals may not be...
by Jake Ness | Nov 9, 2023 | Financial Planning
Are you interested in charitable giving but aren’t sure of all of your options? Many charitably-minded people want to ‘graduate’ from writing checks directly to a charity, but may not be ready to establish their own charitable foundation. Consider a donor-advised...
by Jake Ness | Oct 31, 2023 | Estate Planning
Family-owned businesses are unique entities that can require special considerations, including taxes. Estate and gift taxes can be complicated to understand, especially when it comes to how they impact family businesses. To better prepare yourself for the...
by Jake Ness | Oct 26, 2023 | Estate Planning
Businesses come in all shapes and sizes, and family-owned businesses present unique challenges. One of the most important considerations for any business is taxes, and that’s especially true when it comes to transfer taxes. These taxes apply when transferring...
by Jake Ness | Oct 5, 2023 | Market Commentary
Thinking of getting a new car soon? There are two common ways to go about it: buying or leasing. Each option has its own set of pros and cons, and which one is right for you will depend on your individual situation. In this blog post, we’ll explore the...
