EFS Financial Advisors

The key to #healthcare in retirement might be a patchwork of different choices.

Consider a bucket plan to go with your bucket list.

Is there a role for both active and passive investments in your portfolio?

$100 not spent is more like $143. Intrigued? #taxes #saving

You've allocated your assets; you just may not realize it yet. #AssetAllocation

For a small business, the loss of a key person could cause financial hardship.

Social Security: Retirement's main source of income or monthly bonus? You decide. #SocialSecurity

Many have heard they should avoid probate; do you understand what probate is and how it works?

Surprises crop up every day, and they’re a great reason to work with us.

Does your business have a retirement strategy that fits your short, long-term needs?

A will may be only one of the documents you needand one of the factors you should considerwhen it comes to managing your estate.

There are four basic steps to calculating the value of an estate.

It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings