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...
What is a pooled employer plan (PEP)? A PEP is a defined contribution plan for retirement, but rather than the...
