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 discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
How Long Will Your Funds Last?
Will you be able to afford nursing home care?