Our Company News
Attracting and Retaining Your Best Employees with Non-qualified Deferred Compensation Plans
Competition for the most talented and skilled workers is a constant battle. Placing a “golden handcuff” on key employees can help tie the employee to the company. One of the most common and effective is a non-qualified deferred compensation (NQDC) plan. Continue Reading Attracting and Retaining Your Best Employees with Non-qualified Deferred Compensation Plans
Some Simple Tricks That Can Help You Spend Less
A surprising number of people tend to waste money on things they don’t need. Are you one of them? A few small changes can go a long way in controlling where your money goes. Here are a few tips that could help improve your spending habits. Continue Reading Some Simple Tricks That Can Help You Spend Less
Don’t Make This Million-Dollar Mistake with Your 401(k) – Revisited
Episode 403 – Don’t make a million-dollar mistake, as Jeffrey Rolison apparently did, by failing to regularly review and update the beneficiary designation on his company sponsored retirement plan. Continue Reading Don’t Make This Million-Dollar Mistake with Your 401(k) – Revisited
Don’t Forget Your Annual Policy Checkup
How long would you go without getting a physical? Life insurance also requires periodic attention. When was the last time you had a policy checkup? What ”symptoms” do you need to watch out for? Continue Reading Don’t Forget Your Annual Policy Checkup
You’ve Heard of FOMO. What Is FORO?
You’ve heard of acronyms such as LOL, OMG, IDK, etc. FOMO, or “fear of missing out,” is another big one. But have you heard of FORO, or “fear of running out?” It can be crippling. Here are some ways to deal with it. Continue Reading You’ve Heard of FOMO. What Is FORO?
Does It Make Sense to Own a Vacation Home?
Buying a vacation property might bring you a lifetime of joyful memories. But you also need to consider the financial realities you’re likely to face. You might love the place, but you might also regret it. Think carefully before you make your move. Continue Reading Does It Make Sense to Own a Vacation Home?
Twelve Ways to Make Yourself More Likable
It’s not always easy to understand how life insurance works. But there are some unique tax advantages that often get overlooked. Here are seven of them. Continue Reading Twelve Ways to Make Yourself More Likable
Seven Life Insurance Tax Benefits Many People Are Unaware Of
It’s not always easy to understand how life insurance works. But there are some unique tax advantages that often get overlooked. Here are seven of them. Continue Reading Seven Life Insurance Tax Benefits Many People Are Unaware Of