Author: Brennan Clark

How to Protect Your Personal Financial Information

How to Protect Your Personal Financial Information

In contemporary society, normally, you would need to provide some sensitive and personal information to a company or government agency in order to make basic financial transactions and decisions. This will include having a personal bank account, a retirement account or even obtaining a loan. However, this also comes with the potential risk of having your personal financial data compromised in some unforeseen way which can have serious consequences.

How to Minimize Your Property Tax Liability

How to Minimize Your Property Tax Liability

Most people eventually want to own a home especially since real estate is a highly effective way of ensuring you are able to pass along intergenerational wealth to heirs. But you will need to be aware of the various costs that come with homeownership. One of the most...

Estate Planning: What is A Beneficiary?

Estate Planning: What is A Beneficiary?

Now is the time to start creating your estate plan if you have not done so already. Since you never know what will happen, you should be prepared to have everything in place in order to make the administration of your estate as seamless as possible. One of the basic...

5 Tips to Succeed as a Business Owner

5 Tips to Succeed as a Business Owner

Being a small business owner is not an easy responsibility. There will likely be problems you will need to solve on a regular basis and challenges you will continually overcome. In fact, most small businesses do not ultimately achieve success. However, there are...

A Safely Spooky Halloween

A Safely Spooky Halloween

Halloween is bound to look a lot different this year. (Didn’t we say that last year?) Well, now that we’re all pros, Halloween can still be a fun celebration this year. While both candy givers and trick-or-treaters may choose to take extra safety precautions – here...

Life Insurance Basics: What it is and How it Works

Life Insurance Basics: What it is and How it Works

It is always a good idea to take all options and potential tactics into consideration when designing your wealth management strategy. One option that many people forget to weigh is life insurance. Having a life insurance policy in place can help to mitigate future...

Are There Investments That Hedge Against Inflation?

Are There Investments That Hedge Against Inflation?

If you do not address inflation in your investment portfolio you will run the risk of your money’s value being depreciated over time. This can be detrimental to your ability to pass along intergenerational wealth to your loved ones while also reducing the quality of...

How Does an A-B Trust Work with Estate Planning?

How Does an A-B Trust Work with Estate Planning?

An A-B trust is a particular type of trust which is used by married couples to help to minimize their estate tax liabilities. This type of trust will split the married couple’s assets into two parts upon the first death of a spouse. Generally, the objective of an A-B...

How to Plan Succession for Your Business

How to Plan Succession for Your Business

Owning your own business can be challenging but can be rewarding as well once all of your hard work has paid off. If you have worked hard at running your own business, you will definitely want to make sure the business is in good hands when you finally decide to...

What is the Difference Between a Will and a Trust?

What is the Difference Between a Will and a Trust?

It is important that you include all key documents in your estate plan. This will likely involve either a will or a trust and in some cases an estate plan may have both documents. The objective of both of these estate planning instruments is to ensure that your assets...

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