Tag: financial planning

Home Tag: financial planning

Taxes and Financial Planning

TAX & FINANCIAL PLANNING Have you thought about what your current and future financial picture looks like? You work hard for your money, are able to pay the bills, and add to your investments regularly. But financial planning involves a little [...]

Holding Companies

What is a holding company? A holding company is simply a corporation that does nothing but own a controlling interest (shares) of one or more other companies that are actually carrying on business. The operating businesses pay dividends to the [...]

Wealth Management

You’ve probably seen or heard advertisements for firms that offer wealth management services, and you may have wondered just what that is. Or maybe you already have a picture of it as professional help with your investments. You may even think [...]