Articles
Why High Net Worth Clients Should Consider Implementing Their Estate Plan Before the End Of 2020
Episode 96 - With an uncertain election coming up, our wealthy clients may feel little urgency in updating their estate plans. But the time to act is now. High net worth clients should consider implementing their estate plan before the end of...
Supplementing Your Retirement Savings Using Life Insurance
Episode 95 - One overlooked option to help supplement your retirement savings is whole life Insurance. It helps protect your family at death, supplements retirement income, and can provide other lifetime benefits. Here’s how.Transcript of Podcast Episode...
A Good Reason to Wait
Episode 94 - What’s the best investment you can make for your retirement? For many future retirees, their best “investment” may be delaying collecting Social Security benefits.Transcript of Podcast Episode 94
Why Every Business Owner Needs a Business Succession Plan
Episode 81 - If you’re a small business owner, you’ve worked tirelessly to build your business. Your financial needs and those of your family are highly dependent upon it. So now is the time to make sure that you have a business succession plan for...
Required Minimum Distributions for 2020 Revisited
Prior to the COVID-19 pandemic, the biggest news was the enactment of the SECURE (“Setting Every Community Up for Retirement Enhancement”) Act on December 20, 2019, which deeply impacted retirement plans and IRA accounts. There were several key features in this law,...
Retirement Income for Owners of Pass-Through Entity Businesses
Episode 79 - Owners of pass-through businesses have few options outside of personal savings and the sale of the business for retirement income, unless a qualified retirement plan is installed. There is, however, a simple option that we’ll...
Coronavirus Stimulus Package – Modifications to the Paycheck Protection Program
On June 5, 2020, President Trump signed into law the Paycheck Protection Program Flexibility Act of 2020 (the “Act”) which modified several of the provisions originally enacted in the Coronavirus Aid, Relief and Economic Security (“CARES”) Act. The CARES Act...
A Strategy to Hold Your Best Employees—Retention Bonus Plan
Episode 76 - A Retention Bonus Plan is a strategy to retain your best employees for a specified period of time with a unique monetary benefit. It builds loyalty and helps the employee supplement savings. We’ll examine how this works.Transcript of Podcast...
Cash Value Life Insurance—Keeping Business Dreams Alive
Episode 75 - Cash value life insurance can help you weather personal and business storms. Just look at the stories of these famous entrepreneurs: Walt Disney, Ray Kroc, Max and Verda Foster, and Doris Christopher, and how cash value life insurance saved...
Coronavirus Stimulus Package – Paycheck Protection Program Loan Forgiveness
The Paycheck Protection Program (“PPP”) started on April 3, 2020, and received a second round of funding on April 24 from the federal government (see our previous postings). Since that time, there has been a legislative and public outcry that many large companies,...
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