The Benefits of IRA Consolidation

Do you own two or more IRA Accounts? Do you have a 401(k) or similar qualified retirement plan with a former employer? Well, you are not alone. With more and more Americans changing jobs and leaving their retirement investments behind

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Benefits of Having a Florida Resident Trust

With an attractive tax structure and progressive trust laws, the State of Florida has earned its place as one of the top “trust friendly” states. On taxes, Florida has long been an attractive option with no state income tax, no

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Lessons Learned from The Great Recession

The Great Recession is a headline that is hard to turn away from. It’s like that accident you drive by but just have to glance at before you pass by. The National Bureau of Economic Research (NBER) has proclaimed the

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