Jul 30, 2018 | Company News, Social Security Planning
When you take a serious look at the nuts and bolts of Social Security taxation, the results are staggering. And so is the amount of money you can save if you plan properly. And by planning properly, we mean that you can save a great deal of money in taxes simply by...
Jul 12, 2018 | Company News
Imagine a world without insurance. You pay out-of-pocket the full cost for every car accident. You replace—out-of-pocket—the full cost of rebuilding your home following a fire, a tornado or other natural disaster. Following the death of a spouse, you...
Oct 11, 2016 | Asset Protection
Protecting your assets takes more than a roof over your head or a lock on the door. Neither will keep out unnecessary taxes nor unwelcome litigation. It’s good to have doors with locks, but for real asset protection you need to fight paper with paper. Whether your...
Sep 1, 2016 | Business Planning
If you don’t have a formalized plan, the chances are the “continuation” part is in jeopardy. Life Insurance is the most efficient way to fund a business buyout. In addition, the cash values offer some asset protection from creditors in most states. The cash values may...
