Where Do You Think Taxes Will Go?

Brought to you by Jackson National, the infographic below analyzes the relationship between tax rates and government spending.

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A Seven-Point Estate Planning Checklist for Your Clients

 

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Estate Planning Through Generations

Estate planning isn’t limited to divvying up assets and drawing up a will. The true essence of estate planning encompasses so much more than the fate of your property after you pass away. It digs into complicated and hard-to-address issues that need to be discussed between parents and children. In the financial world, this conversation is often referred to as “The Other Talk.”

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College Saving Essentials

You want the world for your children. In most cases, that means encouraging them to obtain an undergraduate college degree, and on some occasions, a graduate degree. The price tag on either path can quickly become overwhelming.

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Featured on Entrepreneur Magazine: Why You Should Keep Your Personal and Professional Finances Separate

Article by Steph Wagner. This story first appeared in the July issue of Entrepreneur
 

Some entrepreneurs pour everything they have into their business: their home equity, life savings and untold amounts of blood, sweat and tears. From my perspective—as a middle-aged, recently divorced business owner raising three teenage boys by myself and facing 12 years of college tuition and my own eventual retirement—I can’t take the same approach. I literally can’t afford to assume that type of risk.

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