Family Vacation Homes: How to Preserve Harmony and the Home
Transferring a family vacation home to the next generation presents unique challenges for families. Open communication and proper planning can ensure your legacy remains intact.
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Transferring a family vacation home to the next generation presents unique challenges for families. Open communication and proper planning can ensure your legacy remains intact.
Read more
Many retirees find southern states quite attractive because of the warmer weather, lower cost of living and the ability to enjoy outdoor activities nearly year-round. Buying a new home to escape the winter weather becomes even more enticing when it also provides attractive income and estate tax benefits. However, you should know that your former […]
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By Cliff O’Conner, Financial Advisor As a small business owner, you are responsible for every aspect of your company – establishing business goals, managing operations, and developing solutions to achieve those goals. But have you devoted any time to mapping out your retirement plan? Since you are working for yourself, you’re responsible for choosing and […]
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