Effective estate planning should address wealth transfer from a practical and cost-effective approach. One estate planning strategy that families with closely held businesses should consider is the family limited partnership.... Read More >
Over time, people and businesses seemed to have forgotten that any money borrowed needs to be repaid. Remember, leverage equals risk. Make a year to pay down some of your... Read More >
The number of high-net-worth HNW Americans functioning without a financial advisor has risen to , a record high finding for the just-released Phoenix Wealth Survey. As pessimism over the U.S.... Read More >
The following was contributed by my son, Sean Tinsley, who works for AXA Advisors in Austin, Texas sean.tinsley axa-advisors.com An alternative to selling assets to pay for estate taxes is... Read More >
Disciplined savings will help you reach your financial goals, but to balance multiple priorities, use the Rule of Sixths. This strategy helps you put more of your savings toward the... Read More >
I m a constant preacher about the need for healthcare professionals to do retirement planning. The earlier one can start the process, the better off they will be down the... Read More >
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As a top advisor to physicians, I help increase practice profits by delivering hands-on, expert medical accounting/tax support, practice counsel, and revenue-building strategies. Read More >
