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Kyle Dwyer to Lead Minis & Company

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.

Getting Help from a Financial Professional | When should you consult a professional?

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.

What are the tax advantages of gifting?

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.

Retirement Plans for Small Businesses

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.

Retirement Planning: The Basics

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?