Professional advice, tailored for you.
Welcome to The Financial Resource Group, providing the Resources You need when you need them...
Welcome to The Financial Resource Group, providing the Resources You need when you need them...
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
This article looks at the two different and mutually exclusive options Medicare beneficiaries have to help control retirement health-care spending: Medigap and Medicare Advantage.
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.
This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
How much do you need to save each year to meet your long-term financial goals?
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.