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.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Building wealth requires protection from the forces of wealth destruction.
Don’t overlook the need for renter’s insurance if you rent your home.
Knowing the rules may help you decide when to start benefits.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you should be saving for college.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to compare the future value of investments with different tax consequences.
Principles that can help create a portfolio designed to pursue investment goals.
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 number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Around the country, attitudes about retirement are shifting.
$1 million in a diversified portfolio could help finance part of your retirement.
There are hundreds of ETFs available. Should you invest in them?
How will you weather the ups and downs of the business cycle?
There are three things to consider before dipping into retirement savings to pay for college.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?