401K: Pre-Tax or Roth IRA?
Values-Based Investing with Investor’s Resource
How to Navigate Complex Estate Planning
https://youtu.be/k4WzzM1hqgs In this video, we’ll delve into the intricate world of complex estate planning. Discover the strategies and tools needed to protect your assets, minimize taxes, and care for your loved ones. Whether new to estate planning or looking to refine your approach, this comprehensive guide will provide valuable insights and actionable advice.
Who is Investor’s Resource?
https://www.youtube.com/watch?v=BUEmDzm05Pg Learn about our personalized approach, values, and the experienced team dedicated to guiding you toward your financial goals. Whether you’re planning for retirement, managing investments, or navigating life changes, we’re here to support you every step of the way. Watch to find out how we can help you toward a secure financial future.
What’s Brewing?
Estate Administration Technology: Tools to Streamline the Executor’s Work
Estate Administration Technology: Tools to Streamline the Executor’s Work In today’s fast-paced world, where technology touches every aspect of our lives, the domain of estate administration is no exception. As executors, using the right tools can simplify your responsibilities Understanding Estate Administration Technology Estate administration technology includes digital tools to help manage and execute an […]
Collaborating with Beneficiaries: Best Practices for Executors
Collaborating with Beneficiaries: Best Practices for Executors As an executor, your role is critical in managing and distributing the assets of a deceased person’s estate. This role necessitates a thoughtful approach to working with beneficiaries, ensuring transparency, and navigating the complexities of estate administration. Here’s how to tackle this responsibility effectively: Understanding Beneficiary Expectations Open […]
Investor’s Resource Starts $200,000 Gratitude Fund
Huntsville, AL (December 11, 2020) – Investor’s Resource, a Madison wealth management firm, is pleased to announce the establishment of the Investor’s Resource Gratitude Fund with an initial grant of $200,000 to the Community Foundation of Greater Huntsville. This fund will support non-profit projects within Alabama on an annual basis through a donor advised fund. […]
5 Book Reading Apps
As a financial professional, I am always looking for ways to help my clients make the most of their time and money. I’ve heard a lot about book summary apps from friends and clients lately, and I wanted to share a few with my network. Whether you’re looking to improve your financial knowledge or simply […]
Investor’s Resource Welcomes Brock Eson
ALABAMA FIRM hires expertise to solve complex investor needs Madison, AL – July 1, 2023 – Investor’s Resource welcomes Brock Eson as a Partner and Financial Advisor. Investor’s Resource, led by 2022 and 2023 Forbes Best in State Advisor, Shari Burnum, is a multi-advisor firm committed to providing services for individuals and families against an […]
