Many of our clients are in the fortunate position to be providing an inheritance to their children and grandchildren. While there’s comfort in knowing you’ll ultimately be helping your loved ones financially, lifetime gifts can provide a psychological reward you’ll never experience if you wait until after you die to pass your money on. When…

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  Securities and Advisory Services offered through The Strategic Financial Alliance, Inc. (SFA) – Member FINRA, SIPC. This information is not intended to be a substitute for specific individualized tax, legal or investment planning advice as individual situations will vary.  The SFA does not provide tax or legal advice.

So…will you be paying with credit or debit?  How many times have you heard that before?  As consumers, I’d venture to say that we probably utilize credit card services on a daily basis.  Whether we’re buying groceries, shopping at our favorite clothing store, or simply going to an ATM, we are pushing our personal data…

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