It’s not unusual for high-net worth investors to pass on their Social Security. It seems to be especially commonplace to believe these benefits are insignificant when compared to other assets. However, the truth is that when done correctly, Social Security payments could be an integral tool in retirement and estate planning.   What’s the Big...Read More

It’s the Season of Giving, and chances are your mailbox has piled up with requests from various charity organizations for a donation. Arts, community, education, animals, global needs…there are endless possibilities when it comes to choosing a cause to support. The end of the year is an expensive time, but it’s also a time to...Read More

Size doesn’t matter. Small business or a major corporation, the success of your company may be missing a key part if you don’t have a Chief Financial Officer (CFO).   Has your business has recently grown? Or maybe you’ve been approached for an acquisition or merger? Or do you need an expert’s guidance for financial...Read More