From managing cash flow and increasing revenue to investing in your retirement and planning for the future, a little bit of guidance can go a long way. In Financial Planning 101, the team at W3 Wealth Management LLC explain the finer points of planning your financial health.
Important Questions in Estate Planning
Most people understand that estate planning determines who will inherit your assets and how. But establishing that plan requires answering some tough questions. How will you preserve your assets from estate taxes and probate fees? How will you ensure distribution of your assets according to your wishes? Who will make financial and medical decisions in […]
Find a Financial Planner You Trust
Financial planning is more than just saving for retirement. Different goals throughout our lives require different methods of planning. As part of our Financial Planning 101 print and video series, The Business Journal caught up with Jonathan Lapine of W3 Wealth Management and asked him common questions about financial planning.