Author: Dave Harris

Insurance

Maximizing Retirement Benefits: A Business Owner’s Guide to Defined Benefit Pension Plans and Succession Planning

In retirement planning and business succession, defined benefit pension plans are pivotal tools for securing your financial future and ensuring a smooth transition for your…

by Dave Harris
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Insurance

Maximizing Your Legacy: Navigating Estate Tax Exemption Changes in 2025

Preparing for the future is more than just a financial exercise; it's about securing your legacy and ensuring your hard-earned wealth is passed on according…

by Dave Harris
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Financial Advisor

Don’t Let This Planning Opportunity Pass You By: Using The Federal Estate, Gift Tax Exemption Before It Sunsets

The federal estate and gift tax exemption permits individuals to transfer a certain amount of property or assets to others during their lifetime or after…

by Dave Harris
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