Key Money Moments: 4 Times You Should Talk to a Pro










![]() | Patrick M. Kelly AIF® 4370 Swansboro Way |
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
What's the Secret Behind a Great Golf Game and Personal Finances? What do golf and personal finances have in common? A lot of things, but the key is confidence. And how do you become confident, exactly? Well, it starts with the basics and builds from there, so you can navigate tricky conditions and overcome unexpected hazards, whether on the green or in life.
Ascertaining the value of your business is important for a variety of reasons.