April 2024

Estate Planning

Tax and Exit Planning with Peter Culver

Entrepreneurs are the heroes of our economy. If you are one of those heroes, our latest podcast episode is something you’ll want to check out. We’re excited to have Peter Culver here today, the founder of Freedom Family Office. His business focuses and specializes on entrepreneurs and how people can be thoughtful in passing their wealth along. Entrepreneurs usually have a lot of moving parts in their business, and having someone who can help you is key. Someone out there always knows something you don’t care to learn about yourself, keeping that in mind will be helpful in your tax planning.

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financial planning

Why Should You Enroll in an HSA or FSA?

When it comes to health savings, it can feel like there’s too many options to choose from. In this episode we’re examining the differences between FSAs and HSAs and the investment opportunities these accounts can provide, including potential tax savings.

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