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When considering retirement planning, it’s crucial to explore all strategies available to maximize your legacy. One powerful approach is to leverage IRA using life insurance. While [...]

Exploring Life Insurance as a Financial Vehicle for Risk-Averse Savers It’s no secret that we are living in volatile times. As I write this, the markets are struggling with the fallout from [...]

Do you have a pension or annuity that’s producing income you don’t need? A lot of people do because they don’t realize they can take that income and turn it into a tax-free, multi-million-dollar [...]

“It pays dividends.” That’s a common turn of phrase when something’s a good investment. But there’s one category of finance that pays dividends, while not technically being an investment. That’s [...]

Introduction: The Importance of Reducing Spouses Estate Tax Burden When it comes to estate planning, one of the biggest concerns is how to reduce a spouses estate tax burden. While no one wants [...]

“If I don’t want the money, why do I have to take it?” This question was posed by one of our clients after he received a required minimum distribution (RMD) notice in the mail. He had more than a [...]

When it comes to estate planning and securing your financial legacy, choosing the right life insurance policy is crucial. While term insurance offers affordability and simplicity, universal life [...]

Last week, we met with a new client – an investor who was passionate about his municipal bonds. His father had been a “muni guy” and when he’d inherited some of his father’s bonds, he kept [...]

Choosing the right trustee for an irrevocable trust is perhaps the most important decision you’ll face when setting up the trust. Unfortunately, most people can’t pick the person they trust the [...]

One of our clients stopped in recently to update his estate plan. After running an advertising agency for the past 40 years, James is now in the process of transitioning the day-to-day operations [...]