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Advisor Q&A | Probity Advisors, Inc. - A Member of Wealth Services Alliance
http://www.probityadvisors.com/portfolio/advisor-qa-estate-planning
Q&A with Porter L. Buddy Ozanne, III, AEP. Who should have an estate plan? What are common misconceptions or mistakes that people make with their estate plans? What happens if you don't have an estate plan? If you don’t have an estate plan and a will, the state will have a plan for you. The state will determine how your assets should be distributed. Additionally, your estate could go into probate which can be a very expensive and public process. What are the fees associated with estate planning?
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Tax Saving Strategies | Probity Advisors, Inc. - A Member of Wealth Services Alliance
http://www.probityadvisors.com/portfolio/tax-saving-strategies
Charitable Giving Strategies to Save on Taxes. If you’re planning on making any substantial charitable gifts, prior to writing a check, please consider allowing us to help you realize the greatest tax benefits from your charitable giving — and, more importantly, maximize the impact of your philanthropic intentions. Given that many charities enjoy tax free status, the gifting of highly appreciated stock results in the same benefit to the charity as if you had written them a check. Click to enlarge chart.
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Financial Planning Essentials | Probity Advisors, Inc. - A Member of Wealth Services Alliance
http://www.probityadvisors.com/financial-planning
Building a Financial Plan. Financial planning is the process of developing a strategy to meet the financial needs of today while preparing for tomorrow through proper management of your financial resources. It is an important part of achieving financial security and independence, as well as an essential component for building wealth. Probity Advisors has been developing financial plans for individuals and businesses for more than 40 years. We strive to make the financial planning process as easy as p...
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Year End Planning | Probity Advisors, Inc. - A Member of Wealth Services Alliance
http://www.probityadvisors.com/portfolio/wealth-management
8220;Honey, I’m Home! Probity Advisors, Inc. 10,000 North Central Expressway. Dallas, TX 75231. 2016 Probity Advisors, Inc.
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Speaker Series | Probity Advisors, Inc. - A Member of Wealth Services Alliance
http://www.probityadvisors.com/portfolio/honey-im-home
Succession Plans and Exit Strategies – Part III. Part III: Tuesday, January 21, 2014. Honey, I’m Home. Featuring keynote speaker Dr. Robert Delamontagne, entrepreneur and business owner. Dr Delamontagne is a leading expert on retirement issues and author of The Retiring Mind and Honey, I’m Home. His presentation on the psychological dynamics of retirement addresses the following:. Why successful individuals often struggle in retirement. Most common mistakes made in retirement and how to avoid them. Dr Wa...
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Financial Planning Essentials | Probity Advisors, Inc. - A Member of Wealth Services Alliance
http://www.probityadvisors.com/portfolio/101
Building a Financial Plan. Financial planning is the process of developing a strategy to meet the financial needs of today while preparing for tomorrow through proper management of your financial resources. It is an important part of achieving financial security and independence, as well as an essential component for building wealth. Probity Advisors has been developing financial plans for individuals and businesses for more than 40 years. We strive to make the financial planning process as easy as p...
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News | Probity Advisors, Inc. - A Member of Wealth Services Alliance
http://www.probityadvisors.com/category/news
Probity Advisors, Inc.’s Whitney Magers Earns Prestigious Industry Credential. Probity Advisors, Inc. supports Dallas Museum of Art. Probity Advisors, Inc.’s Ashley Allen Passes Rigorous Financial Industry Exam. Page 1 of 5. Probity Advisors, Inc. 10,000 North Central Expressway. Dallas, TX 75231. 2016 Probity Advisors, Inc.
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Monetary Policy & the Federal Reserve | Probity Advisors, Inc. - A Member of Wealth Services Alliance
http://www.probityadvisors.com/portfolio/monetary-policy-the-federal-reserve
Monetary Policy & the Federal Reserve. Monetary Policy and The Federal Reserve. Keynote speaker Dr. Robert S. McTeer. Featuring keynote speaker Dr. John C. Goodman, President, National Center for Policy Analysis. Dr Goodman addressed public policy issues facing Congress, focusing on the impact of tax policy, health care, and social security reform on the economy and the markets. To view the video of the presentation. Probity Advisors, Inc. 10,000 North Central Expressway. Dallas, TX 75231.
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Estate Planning Essentials | Probity Advisors, Inc. - A Member of Wealth Services Alliance
http://www.probityadvisors.com/estate-planning
Building an Estate Plan. Estate planning is much more than creating a basic will. A good estate plan is a road map to help you navigate your personal and financial goals during your life – as well as after. An estate plan will protect and provide for your family and can be used to continue your legacy by helping you accomplish the following:. Provide for your family and those you care about in a manner consistent with your wishes and intents. Preserve the assets you have worked hard to accumulate. While ...
