You’re most likely familiar with strategic tax planning – a powerful financial management tool that both businesses and individuals rely on to optimize their tax position. But to be truly effective, strategic tax planning must also include a detailed look at financial planning and investment management – which requires ongoing close communication between the financial advisor a…

As you age, you begin to focus more on what comes after your career. You might’ve even been thinking about it since your first job working fast food or slinging newspapers in your hometown. After all, retirement from the hustle and bustle of professional life is the ultimate goal for most. But how are you going to get there? What steps do you need to take now to have enough money to live comfortably a…