Evan Paul brings more than a decade of experience in wealth management and asset protection. His focus is on building legal structures designed to stand the test of time.

Renown Electric Motors & Repairs Inc. today announced the publication of updated industry guidance addressing how ...

Retirement plan sponsors are facing a new era of economic uncertainty and workforce transformation, prompting many to focus on proactive plan design and employee financial wellness strategies. That’s ...

In a recent discussion with Troy Wada, Principal Wealth Advisor at INPAC Wealth Solutions, Kay Mukaigawa of Engel & Volkers, talked strategies for keeping families united while managing real estate ...

Are you in your late 60s or 70s and thinking, “I’ll look into my senior living options in five years or so”? Many baby boomers believe they have plenty of time to plan after retirement. This approach ...

Turn complexity into clarity with a guide built for modern planning.

As retirement approaches, how you access your money matters. Withdrawing funds at the wrong time can lead to higher taxes, penalties, and unexpected increases in health care costs. Financial planner ...

Tax season feels like an annual fire drill for many high-earning professionals. They scramble, file, and forget. However, that mindset might quietly cost thousands of dollars, not just in taxes.

Tax planning is one of the most predictable elements of running a business. Yet for many entrepreneurs, it remains one of the most neglected. As Dani Gardiner, founder of Profound Financial, PLLC, ...

We’ve all been there—staring at an overwhelming to-do list, juggling deadlines, and wondering how on earth we’ll get it all done. Life can feel like a constant race, with tasks piling up faster than ...

INDIANAPOLIS (WISH) — According to Ed Wright from Golden Reserve, a retirement planning firm in Indianapolis, retirees often overlook taxes in their financial planning, leading to costly mistakes.