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As a business owner, ascertaining the value of your business is important for a variety of reasons, including business succession, estate ta

If you have yet to develop a retirement plan for your business, or if you're not sure the plan you've chosen is the right one, here are some

Is a SEP-IRA Right for Your Business? Not having a plan could be costing you. We have multiple ways to help businesses with 1 - 100

Protecting Your Business from the Loss of a Key Person. Get An Instant Key Man Insurance Quote Now

Indexed Universal Life offers a guaranteed income-tax-free death benefit and can protect a portion of retirement income and assets from mark

Annuities come in all sorts of flavors, but the two primary flavors are fixed annuities and variable annuities. One type of fixed annuity, t

Pandemic of 2020 has forced 33% of workers to take a loan and/or withdrawal from qualified retirement accounts. According to Jennifer Lan...

Long-term care (LTC) is a variety of services which help meet both the medical and non-medical needs of people with a chronic illness or dis

The greatest wealth transfer in history will continue to unfold over the next 25 years, as Boomer households pass assets to their children a

Did you know it’s possible to retire in the zero percent tax bracket? You might be thinking, it’s too good to be true. But as long as you kn

With record numbers of baby boomers retiring, many new trends are coming into the retirement landscape. Among boomers, there is one growing

After we enjoyed the sweet ride of an 11-year bull market, market volatility is back in style now. Where things will go from here is anyone'

In light of recent market challenges that have impacted the diversified investment portfolios we manage for our clients, many have asked how

As a licensed fiduciary for over 15 years and spending most of that time with retirees, I’ve heard the same desires and concerns repeatedly:

The holidays are a time for family gatherings, and it’s a good bet that at many of them, a couple of the adult “kids” huddled together and a

Is a lump sum offer from an employer a better choice than a pension annuity for life? The former provides an immediate up-front amount (say

Retirement isn't that complicated. You either save enough -- or you come up short. But answering the question "do I have enough money to ret

If you asked a hundred financial advisors about what they use to construct retirement strategies, you would surely get as many opinions as t

Here are five steps to take in order to help you make the transition.

Why are 401(k) plans, annuities, and IRAs so popular? It’s important to understand the differences between a Roth IRA and life insurance. In