Steve Soden authored a guest column in the January issue of Ingram’s Magazine. In it, he addresses techniques for saving and investing as a young professional at the start of a career. The column also touches on the concerns of retirees and those who plan to retire soon.
Soden’s continued success and long-term perspective create a sound opinion to withstand the changes of the financial world. Read the full column.
Revocable trusts are one of the most popular estate planning tools, as they offer grantors a private, flexible method to transfer assets to their beneficiaries and avoid probate. However, it is not the type of document that is complete when it is signed and dated....
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With the second inauguration of President Donald Trump, now is an opportune time to evaluate how potential changes to tax policy could affect your financial strategy. Building on the framework of the Tax Cuts and Jobs Act (TCJA), Trump has signaled intentions to...
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