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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.
We can help take some of the mystery out of preparing for your financial future.Learn More
Special insight and perspective to help business owners pursue their objectives.Learn More
Let us provide you with the guidance that can help you understand and better define your financial goals.Learn More
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Here’s a guide to explain all the parts of Medicare.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
As our nation ages, many Americans are turning their attention to caring for aging parents.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help determine whether it makes sense to refinance your mortgage.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The decision whether to buy or rent a home may have long-term implications.
Here’s a quick guide to checking to see if you have unclaimed money.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Agent Jane Bond is on the case, cracking the code on bonds.
Learn how to harness the power of compound interest for your investments.