Estate planning is a process, not a one-time task. Join Snider Financial Group and attorney Derek Jensen as they walk through how your plan should evolve with life.
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Wondering how presidential elections impact your investments? In this video, Chris Boisjolie of Snider Financial Group breaks down the surprising historical data and reveals why the economy matters more than who's in the White House.
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You can also spread the love through sharing your family business succession plan with the loved ones you hope will take over the reins of the company you spent your life building. Here is a seven-step checklist to help you with your succession planning:
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Financial planning is a critical element for the success of any private business owner. It provides a roadmap for working toward both short-term and long-term goals and can help improve the financial health of the business.
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Mothers are busy people, which means saving and investing for the future can often take the back burner to more urgent priorities. Not only that, but the stock market can seem risky.
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A common piece of standard life insurance advice is to get it as early as possible — and there are good reasons why. If you're young and in relatively good health, purchasing a term life insurance policy is usually much cheaper than it will be a decade or two later.
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Financial literacy is crucial to a solid financial future and an enjoyable retirement. No matter your age, when you understand how to manage your money and finances, you can make sound financial decisions and take the needed steps toward your financial goals.
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Spring is a time of renewal and rejuvenation, as the world awakens from its winter slumber and new life begins to bloom. As the saying goes, "April showers bring May flowers", and this sentiment can also apply to your financial life.
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Wealth preservation is essential for high-net-worth (HNW) individuals, but it warrants a gender-specific focus, too. Particularly for HNW women, understanding the complexities of wealth preservation is crucial.
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Financial wellness is easier to work toward when a business owner understands their economic outlook and has set financial goals to take them through the next 5 to 10 years.2
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As we kick off 2024, the world of retirement planning is undergoing a fairly significant transformation, as tax brackets, retirement contribution limits, estate and gift tax exemptions, among other things, are set to undergo upward revisions
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Just as a winning team meticulously plans its Super Bowl plays, individuals and families may benefit from developing a comprehensive plan for their estate.
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