At the North Shore Advisory Group, Inc., we look at the ENTIRE financial picture which includes tax reduction strategies, investment planning, life and long-term care insurance, alternative investments for qualified investors, and estate planning. Making prudent decisions today can help you stay on the path toward the future.
Gaining a better understanding of municipal bonds makes more sense than ever.
Learn a little about worldwide currency in this fun infographic
Here are six flags that may make your tax return prime for an IRS audit.
Protect yourself against the damage that your homeowners policy doesn’t cover.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your capital gains tax.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator will help determine whether you should invest funds or pay down debt.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
A special needs trust helps care for a special needs child when you’re gone.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Here are five facts about Social Security that might surprise you.
There are three things to consider before dipping into retirement savings to pay for college.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.