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Changes in tax laws, estate planning and insurance regulations and the general fluctuations in the marketplace can affect your investment strategies.  Our blog will keep you current on everything you need to know to pursue your financial objectives.  

Friday, September 23, 2022

It has been more than two and a half years since presidential candidate Joe Biden released his tax plans, leading to uncertainty around personal tax rates as well as several common estate planning strategies and structures. ...

Monday, August 22, 2022

Interest rates are climbing, and this has consumers studying the returns on their investments as well as the impact on their spending.  The impact of rising interest rates can be directly correlated to the performance of many...

Monday, July 18, 2022

You are financially well off and have children – possibly even grandchildren – to whom you plan on passing a legacy. You understand that planning for the future is essential if you want to protect your legacy from erosion...

Monday, June 20, 2022

Renowned artist Pablo Picasso said, “The meaning of life is to find your gift. The purpose of life is to give it away.”  Giving to your community can provide many benefits and opportunities, both to the charitable...

Wednesday, May 18, 2022

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Monday, April 25, 2022

Thursday, March 24, 2022

Wednesday, February 2, 2022

Tuesday, January 18, 2022

Wednesday, January 12, 2022

Tuesday, December 14, 2021

Thursday, November 25, 2021

Saving enough for retirement is increasingly difficult. The amount you can contribute to employer-sponsored qualified plans is limited and access to those funds is not only subject to income taxes, but before age 59 ½, it is...

Friday, October 22, 2021

It is likely you will need long term care. According to 2020 statistics from the U.S. Department of Health & Human Services’ Agency on Aging, turning age 65 today has an almost 70% probability of needing some type of long term...

Monday, September 27, 2021

You want to attract and retain top talent. So does your competition. But sometimes competitive cash compensation is not enough. Top leaders expect an executive benefit package that goes beyond salary and bonus potential. Here are four...

Thursday, August 26, 2021

Thanks to a new law, the IRS has made it even more compelling to use cash value life insurance to save for the future. In December 2020, Congress passed the Consolidated Appropriations Act, 2021 that changed the way the IRS defines...

Tuesday, July 27, 2021

Increases to personal, business, and estate taxes have been proposed and life insurance is a powerful, yet often overlooked tactic to replace income and protect wealth from being eroded by rising taxation. President Biden and Congress...

Monday, June 28, 2021

A Review Will Tell You If Your Life Insurance Policy Is on Track. Your life insurance policy fit your needs when you purchased it, but as your life and other things have changed, it may no longer fit, creating gaps in coverage. Here...

Friday, December 4, 2020