Let’s face it: people are living longer than ever before. This increased life expectancy means that chances are high that many of your clients will be impacted by a chronic illness or an event requiring long-term care. Because of this, you need to prepare them financially. Continue reading our print-friend PDF here.
A careful review of a client’s tax returns can provide insight into their insurance and financial planning needs. A review of the lines on a tax return can lead to conversations about: • Basic needs analysis and college funding • Retirement and extended care planning • Legacy & charitable planning • Business planning Additionally, comparing […]
Situation: Financial representatives who first start to work in the charitable market often have trouble understanding “How much can be deducted?” The confusion is understandable. While our income tax law encourages charitable giving by allowing charitable contributions to offset an individual’s taxable income, it also imposes annual limitations on the amounts that can be deducted. […]