Our Company News
Understanding Social Security Taxation
Episode 326 – There’s been a lot of talk lately about making Social Security income tax-free. This would certainly be a popular move, especially for seniors. But doing so comes at a steep price. Continue Reading Understanding Social Security Taxation
Five Reasons to Purchase Life Insurance for Your Children
Episode 325 – Should you buy a life insurance policy on your newborn or young child? Here are five things to consider. Continue Reading Five Reasons to Purchase Life Insurance for Your Children
Careless Spending Can Erode Income Gains
Episode 324 – If your income goes up over time, it doesn’t necessarily mean that you’ll be able to save more. If you’re not careful, “lifestyle creep” can make things worse. Here are a few ideas on how to fight back against lifestyle creep. Continue Reading Careless Spending Can Erode Income Gains
Six Estate Planning Tips from Warren Buffett
Episode 323 – The investment wisdom of Warren Buffett is well known through his annual letter to shareholders. But he has some unique ideas about estate planning as well. Here are six of Buffett’s more important estate planning concepts. Continue Reading Six Estate Planning Tips from Warren Buffett
Are These the Good Old Days? – Revisited
Episode 322 – There’s bad news everywhere you look. Political polarization in the USA, war in the Middle East, and natural disasters all over the place. But what if things are actually better than we realize? Here are some reasons to celebrate. Continue Reading Are These the Good Old Days? – Revisited
Can Money Buy You a Longer Life?
Episode 321 – Can money buy you a longer life? Surprisingly, in some cases it can. Continue Reading Can Money Buy You a Longer Life?
Financial Infidelity is a Real Thing
Episode 320 – Financial infidelity is a real thing. And the problem may be worse than most people realize. Two new surveys provide us with some fascinating details. Continue Reading Financial Infidelity is a Real Thing
What is a Spendthrift Clause, and When Do People Use It?
Episode 319 – Life doesn’t necessarily get easier when you accumulate wealth. There’s always something to worry about, and at some point, if you’re lucky, your worries evolve from accumulating your wealth to protecting it. If you’re worried about future generations destroying the wealth you’ve worked to accumulate, a spendthrift clause could help ease your mind. Continue Reading What is a Spendthrift Clause, and When Do People Use It?