Broker Check


Thursday, April 25, 2024

Business Owners: There’s No Time Like the Present. Get started on an online valuation that costs a fraction of what traditional business valuation specialists charge, and can be completed in minutes, not weeks.

Thursday, September 28, 2023

One part of financial planning that I probably don't post or talk about enough is risk management or asset protection. While we spend plenty of effort on the investment front, it's also paramount to consider risk management...

Tuesday, August 22, 2023

Here is a step-by-step guide to tax-efficient money management strategies that can help foster financial literacy and set your child up for a lifetime of financial independence.

Wednesday, June 28, 2023

Summer is here, and that means it's time to relax and enjoy the beach! But if you're an investor, you can also use your summer vacation to learn more about financial wellness. Here are a few of our favorite books and podcasts to get you...

Wednesday, May 24, 2023

How does Tortuga's tax planning service differ from a CPA's tax preparation service? Tax planning and tax preparation sound similar, but there are many differences. You won't get the expertise you need for tax planning from a tax preparer.