HELPING YOU GET THERE

When it comes to running a small business, many entrepreneurs find themselves wearing multiple hats to ensure the success of their ventures. One area where this multitasking can become overwhelming is bookkeeping. As a small business owner, you may consider outsourcing your bookkeeping needs to experts who can handle the financial intricacies while you focus …

When planning their exit strategy, business owners must weigh numerous worthwhile alternatives. One option worth exploring is an employee stock ownership plan (ESOP). An ESOP is a qualified retirement plan that allows employees to own shares of the company they work for. ESOPs offer a number of advantages for the owner and employees alike, such …

A high-net-worth borrower looking for a mortgage faces unique financial challenges and opportunities. A conventional limit may not cover the loan amount you need, which could lead to a higher interest rate and more fees. You may also have more options in the type and term of your mortgage, which can affect your monthly payments …

If you are married and have a sizable estate, there is a tax-saving strategy to take advantage of that could benefit you and your heirs. The strategy is called portability and allows your personal representative to transfer your unused estate tax exemption to your surviving spouse. While this strategy could significantly reduce or eliminate the …