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We recognize how stressful this time may be for those impacted by the federal government shutdown; affected policyowners who are federal government employees may contact us at 1-800-346-7171 to review options and relief available.

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Is a 529 Plan Really Your Best Option?

Episode 356 – 529 plans are certainly popular these days, and with good reason: high contribution limits and potentially tax-free growth. But they’re not for everyone. Here are four other potential alternatives for funding a college education. Continue Reading Is a 529 Plan Really Your Best Option?

Minimizing Capital Gains Tax on the Sale of a Business

Episode 355 – Business owners selling a business are often worried about capital gains tax. There are several strategies that may help to minimize or avoid capital gains. Continue Reading Minimizing Capital Gains Tax on the Sale of a Business

10 Mistakes People Make When Buying Life Insurance

Episode 354 – Finding the right life insurance policy can be complicated, and it’s easy to get confused. Here are ten common mistakes we see people making when they purchase life insurance. Continue Reading 10 Mistakes People Make When Buying Life Insurance

Mistakes People Make When Things Are Going Well

Mistakes People Make When Things Are Going Well

Episode 351 – People make financial mistakes all the time, in good times and bad. What are some of the things that people get wrong when things are going well? In a recent article from ThinkAdvisor, author Bryce Sanders outlined what he believes are some of the errors people tend to make when things are looking rosy. Continue Reading Mistakes People Make When Things Are Going Well

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ClientLine® covers an array of financial planning topics including estate planning, tax issues, business marketing ideas and more.

ClientLine - Personal and Business Financial-Planning Information - Collage of 4 photos with people of various ages and ethnicities
ClientLine - Personal and Business Financial-Planning Information - Collage of 4 photos with people of various ages and ethnicities

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