FAQ: What is a trust and why do I need one?
February 18, 2015
Part of every business owner’s exit strategy should include estate planning. Estate planning often includes a trust, but what is a trust and why do I need one? Synergetic Finance founder and author Joseph M….
Insurance advisor and policyholder responsibilities
September 10, 2014
Insurance is not a very glamorous topic to discuss, but it is an important one. Continued from our Sept. 4 post, we’re going to discuss the responsibilities of your insurance advisor as well as your…
Designing a life insurance portfolio
September 4, 2014
In previous posts, we’ve discussed the importance and benefits of using life insurance as part of your long-term financial plan. Life insurance is a flexible, financial tool that can help you protect your assets and…
Business ConsultationBusiness OwnerEstate PlanningExit PlanningInvestment ManagementRetirement PlanningSelling Your Business
It takes a village...
August 19, 2014
If you’ve been following our blog, you’ve probably seen a number of posts over the last few months about exit planning, a complex topic that can be difficult to understand. Exit planning in its simplest…
Show your love this Valentine’s Day with financial planning
February 11, 2014
We know that financial planning doesn’t sound very romantic, but taking care of your family is one of the most loving things you can do. By planning ahead for your financial future, you can take the…
Financial Professionals: What is a Financial Planner?
March 28, 2013
[This post is the last in a series of three that discusses the role of stockbrokers, investment advisors and financial planners.] The world of finance and investing can be quite complex, and many people often…