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Understanding Today's Financial Environment

Business First Wealth Solutions Group strives to provide our clients with the highest standard of personal service by understanding and supporting their lifes goals. With our experienced teams ability to harness a national footprint of professionals and resources of LPL Financial we provide a wide range of financial products and innovative solutions. Whether your goal be preparing for retirement, college savings, executive compensation or the passing on a business to another generation via legacy and estate planning we focus on your unique needs, wants and financial goals and objectives.

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Helpful Content

How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

It May Be Time for a Financial Checkup

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Apps That Help Achieve Goals

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

 

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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