Category: Financial Planning

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    American and Immigrant Parents: Life Lessons about Money

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    American and Immigrant Parents: Life Lessons about Money

    Growing up in a third world country and moving to the U.S. is a dream for many immigrants. So when my mother received the Visa for my sister and I to come to the U.S., we packed our bags and were ready within the day.

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    Retirement Funding: More than a 401k Account

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    Retirement Funding: More than a 401k Account

    Published by Mark Petersen People have many different ways of saving for retirement. One may utilize pre-tax or post tax savings, invest in appreciating assets or collectibles or even allocate money to assets which may simply maintain their value over time.

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    Creating an Enduring, Intangible Legacy

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    Creating an Enduring, Intangible Legacy

    Published by Beth Schanou, Creating a lasting legacy requires more than legal documents transferring material assets. Although a considerable amount of time is spent on the estate planning process, often the transfer of wisdom, insight, experience and other similar intangibles are not considered.

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    5 Lessons Parents Should Teach Their Children About Finances

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    5 Lessons Parents Should Teach Their Children About Finances

    Published by Andrew Rogers Every year, millions of young adults graduate from high school and embark on a new journey in life.

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    Don’t Treat Your Home Like A Cash Cow

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    Don’t Treat Your Home Like A Cash Cow

    Published by Ron Carson Almost everyone once thought of their house as their largest and safest investment—until the bubble burst. For generations, prudent “savers” would put sizable chunks of their incomes into their homes.

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    Is your Legacy in a Dynasty…Trust?

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    Is your Legacy in a Dynasty…Trust?

    Published by Mark Petersen Many people struggle with determining how much inheritance to leave their children and future generations. As Wealth Planners, we often here the goal, “I want to leave enough wealth to my children to provide them with opportunity. However, I do not want to leave t …

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    Is Survivorship Life Insurance Right for You?

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    Is Survivorship Life Insurance Right for You?

    Published by Mark Petersen Do you own a family farm or privately held business which you would like to keep in the family? A survivorship policy works well and may be recommended to create estate tax liquidity when a significant taxable estate value is held in one or more illiquid assets. F …

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