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Gregory S. DuPont

Who Wants to Live Forever?

It’s never too early to start planning your estate. There are a few initiatives you can take now to begin the process. While larger estates may have different concerns than smaller ones, the key is to recognize that planning is the issue, not size!

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Gregory S. DuPont

You Need to Take Emotions Out of Investing

Instead of risking your retirement savings on individual stocks due to overconfidence and fear of missing out, it’s important to take action to protect your money against future economic hardships.

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Gregory S. DuPont

4 Ways to Protect Your Life Savings from Estate Taxation

The future increase in estate taxes could cause problems for your inheritance and retirement income down the road. To protect yourself from heavy taxation, know what tax laws are changing, be proactive in your retirement planning, and look at perusing difference inheritance strategies such as gifting and life insurance.

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