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...
In the past, trusts were often used to avoid estate taxes, but that purpose has become less important for most people with current high exemption amounts. However, a properly constructed trust can serve many other purposes for families of more modest means.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.
Use this calculator to estimate how much income and savings you may need in retirement.
Will you be able to afford nursing home care?
How Long Will Your Funds Last?
Estimate the potential cost of waiting to purchase a long-term care insurance policy.