News & Resources
Aug 12 2019
Minis & Company today announced Kyle Dwyer will lead the Minis & Company team in Savannah as a senior portfolio manager. Dwyer brings more than 13 years of experience in the investment services field to his role at Minis & Company.
Jan 31 2018
When considering employing a financial professional, try to determine whether the individual or firm has experience in dealing with situations similar to yours. If you have substantial assets, you may require someone with a broader range of expertise than would be needed if your finances were relatively simple.
Nov 15 2017
You may enjoy significant income tax and estate tax savings with a properly structured gifting program. To understand the tax advantages of making lifetime gifts, you must understand what constitutes a gift and how it is taxed.
Sep 22 2017
If you're self-employed or own a small business and you haven't established a retirement savings plan, what are you waiting for? A retirement plan can help you and your employees save for the future.
Aug 17 2017
You may have a very idealistic vision of retirement--doing all of the things that you never seem to have time to do now. But how do you pursue that vision?