Our Company News
Does State Taxation Cause the Wealthy to Move to Different States? – (Revisited)
Episode 291 – States with high income and estate taxes may cause the wealthy to move to another state with one or the other, but not both taxes. Continue Reading Does State Taxation Cause the Wealthy to Move to Different States? – (Revisited)
The U.S. Supreme Court Rules Against the Moores!
Episode 290 – Charles and Kathleen Moore lose their appeal in the U.S. Supreme Court to fight a tax. What does that mean for the wealthy?
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Can Money Buy You Happiness?
Episode 289 – Can money buy you happiness? Scientists have taken a new look at the age-old question.
Continue Reading Can Money Buy You Happiness?
New Study Confirms: 20 Percent of Americans over Age 50 Have No Retirement Savings at All
Episode 288 – A new study by AARP confirms what so many people have long suspected: Retirement insecurity is real. In fact, 20 percent of Americans over age 50 have no retirement savings at all.
Continue Reading New Study Confirms: 20 Percent of Americans over Age 50 Have No Retirement Savings at All
Business Owners: Reach Out to Your Attorney and Insurance Agent Immediately!
Episode 287 – Business owners who have entity purchase or stock redemption buy-sell agreements need to consult with their insurance agents and attorneys immediately, to determine whether their situation is impacted by a recent U.S. Supreme Court decision known as Connelly. Continue Reading Business Owners: Reach Out to Your Attorney and Insurance Agent Immediately!
Why Don’t Schools Teach Financial Literacy?
Episode 286 – A recent study by the National Financial Educators Council (NFEC) reached a startling conclusion: The majority of high school age respondents received a failing grade when it came to basic financial literacy. What can be done about it?
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Investment Scams Are Becoming More Sophisticated
Episode 285 – Once again, the IRS has come out with its “Dirty Dozen” tax scams. Don’t be a victim!
Continue Reading Investment Scams Are Becoming More Sophisticated
10 Common Mistakes Made with Life Insurance Beneficiary Designations, Revisited – Part 2
Episode 284 – Mistakes are commonly made on life insurance policy beneficiary designations. Life events also necessitate changes, which is why regular reviews are important. Here are 5 more of the most common mistakes. Continue Reading 10 Common Mistakes Made with Life Insurance Beneficiary Designations, Revisited – Part 2