General Company News
Business Succession Planning Needed More Now Than Ever
Episode 305 – It has never been a more important time to consider business succession planning for small business owners to ensure that their financial security, retirement and family legacy plans are fulfilled. Continue Reading Business Succession Planning Needed More Now Than Ever
Connecting the Dots: Using Life Insurance With Social Security
Episode 304 – Even when you optimize your Social Security claiming strategy, there are still going to be problems that need fixing. Life insurance can be the perfect tool to address some of the shortcomings that Social Security creates. Continue Reading Connecting the Dots: Using Life Insurance With Social Security
Does It Make Sense to Give Money to Your Kids While You’re Still Living?
Episode 303 – “Accelerated inheritance” is a new term for an old idea: giving assets to your kids while you’re still living, rather than waiting until you die. But does it work? Continue Reading Does It Make Sense to Give Money to Your Kids While You’re Still Living?
Nine Thoughts on Divorce and Finance
Episode 302 – Is divorce ever easy? Almost never. And the financial aspects can be especially tricky. Here are 9 thoughts that may help you weather the storm. Continue Reading Nine Thoughts on Divorce and Finance
Planning for Single Parents Revisited
Episode 301 – Single parents must have their financial house in order, through insurance, financial and estate plans, to help protect their sources of income, existing assets and their children. Continue Reading Planning for Single Parents Revisited
Why You Need a Real Person to Help With Your Life Insurance Needs
Episode 300 – Anyone who has ever tried to call a large bank or medical practice knows one simple truth: It’s becoming increasingly difficult to talk to a real person. But that’s just what so many of us need. The case for interaction with a real people is especially important when it comes to life insurance. Continue Reading Why You Need a Real Person to Help With Your Life Insurance Needs
Important Retirement Savings Rules Changes You May Have Missed
Episode 299 – The Secure Act and Secure 2.0 were both designed to assist people when it comes to saving for retirement. But as with any new law, the rules can be confusing, and some of the provisions are still being phased in. Continue Reading Important Retirement Savings Rules Changes You May Have Missed
Planning is a Dynamic, Not a Once-and-Done, Process
Episode 298 – No matter what was planned for, the plan must be regularly reviewed and updated to meet changing family, financial, economic, political and legal environments. Planning is a dynamic process that doesn’t end. Continue Reading Planning is a Dynamic, Not a Once-and-Done, Process
Millennials, Gen X and Gen Z Need to Prepare for Retirement Now Revisited
Episode 297 – Whether you’re hoping to achieve financial independence and retire early as part of the FIRE movement or later, Millennials and members of Gen Z and Gen X need to prepare for retirement now. Continue Reading Millennials, Gen X and Gen Z Need to Prepare for Retirement Now Revisited
Celebrity Estates: Discord in Tony Bennett’s Family
Episode 296 – The death of Tony Bennett in 2023 seems to have created a family rift that is now playing out in court. Could it have been prevented?
Continue Reading Celebrity Estates: Discord in Tony Bennett’s Family
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