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Helpful Articles

View helpful articles here to help with questions you may have regarding your financial journey.

Estate Planning strategies help older couples minimize estate and future inheritance taxes
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Estate Planning With SLATs Helps Clients Avoid Taxes, Yet Keep Control

Wednesday, August 31, 2022 By Jeff Velastegui, Founder of The Legacy Group, Personal Estate &…
Capital Gains Tax
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Are Your Mutual Funds Increasing Your Tax Bill? Don’t Let Capital Gains Tax Surprise You.

Monday, June 6, 2022 By Rob Capra, CFP and Jeff Velastegui, Personal Estate & Business…
estate tax exemption
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Estate Tax Exemption Changes Coming in 2026: Revisit Estate Planning Now

Monday, May 9, 2022 By Jeff Velastegui, Founder of The Legacy Group, Personal Estate &…
Provided by Advisor Stream

Curated Articles

The following is a curated list of news articles from well known publications that’s intended to provide you helpful information.
What Does A Boom And Bust Cycle Mean For Your Personal And Business Planning?

What Does A Boom And Bust Cycle Mean For Your Personal And Business Planning?

A boom and bust cycle refers to the alternating periods of economic growth and decline during a business cycle. This cyclical process of economic expansion and contraction consists of four phases, which can affect personal or business finances in different ways. Read More

By The Numbers: What It Costs To Run And Charge An Electric Car

By The Numbers: What It Costs To Run And Charge An Electric Car

As they say, “Your mileage may vary.” Read More

How To Save On Holiday Travel This Year

How To Save On Holiday Travel This Year

These are the best days to book holiday airfare this year Read More

6 Things You Need to Research Before Creating Your Financial Projections

6 Things You Need to Research Before Creating Your Financial Projections

Financial projections are a key component of your business plan. Learn how to create realistic financial projections that impress investors and lenders and help you build a lasting business. Read More

Apple’s iPhone 14 puts safety first as financial downturn bites

Apple’s iPhone 14 puts safety first as financial downturn bites

Firm turns to features such as car crash detection and ‘no bars’ rescues rather than exciting new designs. Read More

4 Neuromarketing Hacks to Reach More People and Maximize Results

4 Neuromarketing Hacks to Reach More People and Maximize Results

You don't need to be a neuroscientist or have a big budget to start upping your conversions immediately. Read More

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