Are you considering ways to leave behind a legacy of giving? Charitable remainder trusts are excellent choices to consider as...
When it comes to investing and building wealth, maximizing returns while minimizing tax liabilities could be considered “The Holy Grail.”...
Are you a business owner in charge of selecting and providing a retirement plan for your employees (even if you’re...
Divorce is not a pleasant topic, and no one goes into marriage with plans for its dissolution. But if you...
Naming designated beneficiaries of your assets should never be a “set it and forget it” task. At Landmark Financial, we...
Most of us understand that stashing money in a savings account at your local bank isn’t the best way to...
“Do I need a financial advisor?” You may be wondering this. Make no mistake: financial advisors are not reserved only for the...
Figuring out which type of retirement plan to offer your employees is not as simple as choosing a 401(k) and calling it...
A defined benefit plan — also known as pension plans or qualified-benefit plans — is one of the oldest retirement plan...
What is key person insurance? Key person insurance — also called key man insurance, key woman insurance, or business life...
