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Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession structure sooner rather than later. Let's take a look at

Investment Challenges of the Affluent Investor

High net worth investors face investment challenges that some would consider unique to their financial status. The fundamental tenets of inv

Alternative Investments - Going Mainstream

"Alternative investments" is an umbrella term for a disparate range of investment strategies and assets that might be best defined as invest

A Living Trust Primer

A living trust is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual

Protecting Your Business from the Loss of a Key Person

Though business owners cannot protect themselves from the unexpected and sudden loss of a key employee, they may be able to protect themselv

What is the Value of Your Business?

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

Choosing a Retirement Plan that Fits Your Business

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?

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

How to Eliminate Market Recovery Using an IUL

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

Plan Now for a Potential Second-Round PPP Funding

The Bipartisan Emergency COVID Relief Act of 2020 has been summarized outlining $300 billion to the Small Business Administration. When...

The Tax Risk of Inheriting IRA Assets

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

Worried About Taxes Increasing? Here's a Solution.

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

Tax Laws Have Changed. Here's a Way to Help Your Heirs.

The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement

Understanding Annuity Suitability

Are you under the age of 59 1/2? The Retirement Red Zone is defined as the 10 years before and the 10 years after retirement. It's a critica