Oct 25, 2018 | Company News, Retirement Planning, Social Security Planning, Asset Protection, Business Planning
Is it revenue, income or innovation? Perhaps your ability to give back to your community? Maybe improved well-being of your employees and increased ability to provide for your own family? Maybe you’re just starting out and want it all. Whatever your financial goals,...
Oct 9, 2018 | Social Security Planning
There is some disturbing language—in bold print, no less—on the second page of any individual Social Security statement issued by the SSA: Your estimated benefits are based on current law. Congress has made changes to the law in the past and can do so at any time. The...
Jul 30, 2018 | Company News, Social Security Planning
When you take a serious look at the nuts and bolts of Social Security taxation, the results are staggering. And so is the amount of money you can save if you plan properly. And by planning properly, we mean that you can save a great deal of money in taxes simply by...
Apr 11, 2018 | Retirement Planning
You look into the future. You picture yourselves as a couple who has worked together, accumulated your assets together, and combined your incomes to create your lifestyle for your “golden years.” It’s been a productive life and you live within your means. It appears...
Mar 15, 2018 | Retirement Planning
Term insurance is easy to understand. You pay the premiums and you have life insurance . . . no bells, no whistles. However, term products can differ. So it pays to compare different term products to your personal financial objectives. Download The Full Article for...
Mar 1, 2018 | College Planning
Will your children or grandchildren be prepared for retirement in 40 to 60 years? Are they too young for you to think about that? Perhaps not. Can they count on Social Security? Can they count on their employer providing a retirement plan or the stock market...
