No one really wants to think about life insurance. But if someone depends on you financially, it’s a topic you can’t avoid. Getting life insurance doesn’t have to be hard (or boring). We have some answers to common questions about life insurance so that you can make informed decisions about protecting your loved ones financially.
It’s that time of year where charitable donations kick into high gear. And while you may know everything about the organizations you support. Do you know how your charitable giving affects your tax strategy?
Even before your children can count, they already know something about money: it's what you have to give the ice cream man to get a cone, or put in the slot to ride the rocket ship at the grocery store. So, as soon as your children begin to handle money, start teaching them how to handle it wisely.
Wealth management takes the complexity out of each piece of your financial strategy and provides a 360º solution that is aligned with your objectives. In simple terms, it is a professional service that combines financial and investment advice, accounting and tax services, insurance, retirement planning, and legal or estate planning. Working with a wealth manager allows an individual or business to take the guesswork out of each piece of their financial playbook. While working primarily with one wealth manager, behind the scenes this person is coordinating input from a team of financial experts which can include coordinating advice from the client’s own attorney, accountants, and insurance agents.
At Premier, what is wealth management? is all about the relationship, not transactions. So let’s talk. Just send the short form below.