Martin Ezelle, Financial Adviser with Forge & Link Financial Group, LLC

03/31/2025

Early tax refund choices for your return and what they mean to you.

Don’t be fooled into thinking you’re not getting a loan — because you really are.

03/29/2025

What is Inventory financing, and is it a good option for product-based businesses that may not be able to qualify for other loan options?

Inventory financing helps businesses buy products and manage cash flow with funds secured by existing inventory.

03/27/2025

With inflation running a bit hot, the strategists at New York Life Investments share updated scenarios for the price path ahead, as well as how investors can consider these risks in their allocation.

Julia Hermann and Michael LoGalbo explore the recent decline in U.S. equities, driven by soaring policy uncertainty, and examine its implications for economic growth and inflation.

03/25/2025

Mastering Family Business Dynamics
Succession planning for family owned enterprises is not just a business necessity; it's a commitment to preserving family harmony and ensuring the longevity of the business. Addressing the complexities of family dynamics and making informed, transparent decisions can help family business owners minimize future conflict both in the boardroom and in the family room. This article, by estate planning attorney Patricia Annino, provides basic principles and best practices for mastering family business dynamics. https://bit.ly/4l0Pu9r

03/22/2025

Depending on where you’re from, retiring in Costa Rica could see your inheritance and estate tax go way down, while you may enjoy property tax savings, and obtain a lower cost of living.

Costa Rica may be a good place for retirement if you like the low cost of living and savings for your heirs.

03/20/2025

Here’s some advice from someone who made a major career change to become an entrepreneur, and what his journey looked like.

The journey from a structured career to entrepreneurship isn't easy, but it's one of the most rewarding decisions you can make.

03/18/2025

Learn about the low-buy challenge whose purpose is to redirect saved money toward meaningful financial goals and move toward underconsumption.

Low-buy challenges help stop overconsumption in its tracks. To get started, identify your pain points, set realistic goals and track your progress to see the best results.

03/17/2025

The Social Security back payments will begin arriving this week for many of the 2.1 million retirees and 770,000 spouses and surviving spouses entitled to payments.

Social Security Fairness Act retroactive checks were sent to over 1.1 million beneficiaries over the last week. Monthly increases will start for most people with their March benefit, which is paid out in April.

03/15/2025

Learn how the child tax credit for 2024 can potentially earn parents up to $2,000 per child.

For tax year 2024, the child tax credit is worth up to $2,000 for each qualifying child under 17.

03/13/2025

Here are seven ideas Baby Boomers can consider to help make the most of their financial resources for retirement.

03/12/2025

Your IRS tax refund may arrive sooner than you think. Here’s a schedule for when you can expect your check or direct deposit.

Your 2025 IRS tax refund may arrive sooner than you think. Here’s a schedule for when you can expect your check or direct deposit.

03/12/2025

Make financial planning a source of strength in your relationship with financial and investment planning for couples. Take a look at this article for guidance on planning as a couple for the future.
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