When you think about estate planning, you might focus on creating a will or setting up a trust. However, there’s another important aspect of estate planning that many people overlook:…
Jessica CorlissJune 15, 2023
A relevant business comparison for an oil and gas operator who drills a well is a real estate developer who constructs an office building. They both might finance their operations…
Jessica CorlissJune 15, 2023
A cash balance plan is a retirement plan that offers you some of the benefits of traditional pension plans and defined contribution plans. This type of retirement account provides you…
Jessica CorlissJune 15, 2023
Wealth management is an umbrella term. It can mean different things to different people. A financial advisor can interpret wealth management to mean deciding on the financial services a client…
Jessica CorlissJune 12, 2023