News & Resources

Two Levels of Appraisal Services: Calculations vs. Valuations
Did you know that business valuators offer two types of appraisal services? Formal valuations are the most common service valuators provide, requiring significant time and in-depth analyses. But sometimes a less...

Can You Swap Life Insurance for Long-Term Care Insurance?
Do you own a life insurance policy that's no longer essential to your financial goals? You may have purchased a policy long ago, when your children were infants or before their...

4 Tax Breaks for Home Improvements
Are you contemplating some significant improvements to your home? Whether it's adding a pool to assist with a medical condition, finishing a basement or installing energy-saving equipment, you may be in...