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Whether it's business or individual financial planning, retirement, 401k, tax or estate planning, we are here to help you plan!


Thursday, January 11, 2024

An exit strategy is a plan for business owners to sell or dispose of all, or part of, their business. Here are some of the strategies available to business owners to help plan for the future and maximize the value of their business....

Thursday, January 4, 2024

A 401(k) plan is a retirement savings option that allows employees to save and invest a portion of their pre-tax earnings. In today's post, we will discuss the major benefits of 401(k) plans for both employees and employers. Benefits...

Thursday, December 28, 2023

Long-term care insurance can be an important type of insurance policy that can help cover the costs of long-term care services, such as nursing home care, home health care, and assisted living. Today, we'll explore some of the benefits...

Thursday, December 21, 2023

Group medical benefits, also known as employer-sponsored insurance plans, are a type of health insurance coverage offered by employers to their employees. Today, we'll discuss the benefits of group medical coverage for both employees...

Thursday, December 14, 2023

Executive benefits are essential for attracting and retaining top talent, providing competitive compensation packages, and helping executives plan and save for retirement. Today, we'll discuss one type of executive benefit, the...

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Thursday, December 7, 2023

A cash balance plan is a unique retirement savings option that combines features of traditional pension plans and 401(k) plans. There are significant benefits of cash balance plans for both employees and employers. In a cash balance...

Thursday, November 30, 2023

An Asset Protection Trust is a legal tool that enables individuals to help protect their assets from potential creditors or legal claims. By transferring ownership of assets to a trust managed by a trustee, individuals gain protection...

Thursday, November 23, 2023

A Charitable Remainder Trust (CRT) is a powerful estate planning strategy that can allow individuals to donate assets to a charity of their choice while still retaining an income stream from the donated property during their lifetime....

Thursday, November 16, 2023

Qualified Personal Residence Trust, or QPRT, is a popular estate planning strategy that allows individuals to transfer their home or vacation property to their heirs with minimal tax liability. Today, we will explore some of the...

Thursday, November 9, 2023

Spendthrift Trusts are a powerful asset protection tool for beneficiaries. Here, we'll explore the different aspects of Spendthrift Trusts and their benefits for beneficiaries. Additionally, we will review the legal and financial...

Thursday, November 2, 2023

In this article, we explore the key aspects of a Medicaid Asset Protection Trust, its benefits in asset preservation, and how it can help individuals meet Medicaid eligibility requirements. Let's dive in! A Medicaid Asset Protection...

Thursday, October 26, 2023

Testamentary Trusts can be an essential tool for managing assets and helping to secure your family's future. We will explore the benefits of a Testamentary Trust and how it may be able to help you. A Testamentary Trust is a trust...

Thursday, October 19, 2023

Special Needs Trusts are a type of trust designed to provide financial support to individuals with disabilities while preserving their eligibility for government assistance programs. Today we’ll explore the benefits of a Special...

Thursday, October 12, 2023

Today’s topic is Irrevocable Living Trusts – a powerful estate planning tool with long-term benefits. Let's take a look at the advantages of an Irrevocable Living Trust and how it can provide security and control for...

Thursday, October 5, 2023

Revocable Living Trust Today we will discuss the benefits of a Revocable Living Trust and how it can help individuals and families manage their assets and plan for the future. A Revocable Living Trust is a type of trust which is...