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New Tax Laws 2021

Originally published on jewishobserver.org October 29, 2021 “Nothing is certain except death and taxes.” - Ben Franklin 1789 “It’s tough to make predictions, especially about the future.” - Yogi Berra Both Ben and Yogi are correct. As we approach the end of 2021,...

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The Effect of Parent Care on Financial Plans

BY: DAVID RUSSELL, CFP®, CSA® Vice President & Trust Officer  |  (601) 707-0008 Financial planning is a multi-disciplinary profession that follows a prescribed process of identifying the financial and aspirational goals of individuals and families and outlining a...

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Three Books to Help Achieve Personal Financial Independence

When discussing money and finances with clients, I get personal. I want to know their goals so I can help achieve them. I also share insights about investing and financial planning, often highlighting articles and books, to provide them with useful perspectives about...

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Financial Planning Tips for Time-Crunched Physicians

BY: Kenny Brown, Jr, MBA Senior Vice President, Chief Operating Officer, AmeriTrust | (918) 610-8080 Physicians are required to diagnose and treat a wide variety of complex health issues in addition to helping care for their families, but it puts time constraints on...

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How to Make the Greatest Impact With Charitable Donations

We’ve all been affected by the upheaval of this last year in one way or another. For some individuals, it’s been a time of reflection and reevaluation of our personal priorities. As I’ve interacted with clients over the past 12 months, a common theme of our...

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What to Do When You’ve Inherited Mineral Assets

BY: DAVID SMITH Business Development Officer, Argent Mineral Management (318) 251-5854 For families who own land in oil-producing areas like Texas, Oklahoma and Louisiana, leasing the rights to their mineral assets can produce a long-lasting financial windfall. With a...

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