Looking for a Tax Deduction?

Looking for a Tax Deduction?

Is it better to purchase a depreciating asset or one that appreciates in value? Either way, we have an answer. Using the Section 179 Deduction is a good option if you need a vehicle or equipment. An employer-sponsored retirement plan is a good alternative if you’re...
Whole Life is the “Smartphone” of Financial Products

Whole Life is the “Smartphone” of Financial Products

by William F. Rainaldi, CFP® Regional Vice President Things are a little bit different than they were when we were younger, and I think the smartphone is a perfect symbol of that. Think About It When I got my first cell phone, it was just a phone. The innovation was...

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