Estate Planning Basics

Purpose of Estate Planning Estate planning has three main objectives: 1. Provide for any minor children’s needs 2.Transfer assets to the correct beneficiaries. 3. Minimize the amount of taxes and fees you and your heirs pay to accomplish the above two goals. Even if you have no children and few Read more…

By Sphynx Financial, ago

Going Green to Save Green

Introduction While financial planning and environmentalism may not appear to have much in common, both focus on making the most of limited resources by reducing excess consumption, efficiently utilizing available assets, and recycling waste. These guidelines are not only good for the planet, they are also good for your wallet. Read more…

By Sphynx Financial, ago