Article Library

Uncovering Charitable Planning Opportunities

Year-end Tax Planning for 2012

Financial Planning Checklist

Asset Protection 101

Identity Theft: Fight Back

Family Office Report

A Legacy Study 

A Market Study of Long Term Costs


Retirement Plan Contribution Limits 2010

Roth Conversion

Long Term Care, the concept

Trustee Selection for Irrevocable Trusts

The Clock is Ticking: Is Your Business Ready for the Coming Changes to Health Care?


This material was prepared by an author not affiliated with World Equity Group Group, Inc., and does not necessarily represent the views of the presenting party, nor their affiliates. This information should not be construed as investment, tax or legal advice.  All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. If assistance or further information is needed, the reader is advised to engage the services of a qualified professional.



Social Media


Professional Alliances


Community Foundation of the Valleys