When it comes to retirement planning, affluent pre-retirees and business owners face unique challenges and opportunities. Balancing the...

Preparing for the future is more than just a financial exercise; it's about securing your legacy and ensuring your hard-earned wealth is...

In retirement planning and business succession, defined benefit pension plans are pivotal tools for securing your financial future and...

If you're a business owner, it's important to think about what would happen to your business if something happened to you or you decided...

DPH Financial Services discusses why a second-to-die insurance policy is excellent for passing down wealth.

Most people think life insurance is a financial instrument that only benefits us when we die. However, these policies also carry several...

Life insurance is one of the most important investments you will make. It helps ensure that your loved ones are taken care of financially...

As a business owner, you're always looking for ways to improve your bottom line and maximize profits. One way to do this is to create a...

On March 28, 2022, the U.S. Treasury Department released its 2023 “Green Book,” known as the General Explanations of the Administration’s...

Spousal Lifetime Access Trusts (SLATs) are an increasingly popular option for estate planning. When you transfer an asset into a SLAT,...

C3 Risk & Insurance Services has partnered with DPH Financial Services to create a brand-new Financial Services division.

DPH Financial Services shares information on how an ESOP may positively impact your family business finances.

Since the House Ways and Means Committee released its initial draft of proposed tax increases on 9/13/2021, many taxpayers and advisors...

One of the most crucial challenges business owners face in today’s environment is retaining top talent. Attracting and acquiring talent...

We are excited to share the following economic update with you. In this month’s recap: Following the 2020 general election and Georgia...

I hope this email finds you well and that 2021 will be a healthier year for all of us. As you may know, in the last few weeks there...

On March 31, the Biden administration announced its $2 trillion jobs and infrastructure plan. The plan proposes various changes to the...

There’s been a lot of coverage of President Joe Biden’s proposed changes to the tax laws, including reducing the federal estate tax...

Bloomberg announced on March 15, that a major federal tax hike is planned for early 2022. Treasury Secretary Yellen advised that at...

A LIRP is a very powerful yet fairly basic financial planning tool that has been used to solve myriads of financial planning goals for...