The end of the year is the perfect time to review financial plans with your clients. This year, many wealth planning strategies are on the chopping block and high-income earning individuals could see their tax rates increase in 2022. Therefore, potential changes should be considered when making decisions. As the end of the year approaches use the following checklist as a helpful guide with your clients.
Life insurance can offer much more than protection for loved ones. It can also help your clients achieve a variety of retirement goals including: Filling in gaps in retirement savings That may result from events such as premature death or job loss. Meeting late-retirement needs and legacy goals such as leaving assets for children or […]
Most people think planning for retirement involves saving as much money as possible and investing it wisely by diversifying. But in addition to diversifying investments, smart retirement savers also consider how taxes will affect their retirement dollars. There are a number of ways to save for retirement and withdraw income once retirement arrives. It’s important […]
Business owners invest time, energy, and money to develop and grow their business. Over time the business often becomes the source of the family’s livelihood and a major portion of their estate. It’s not unusual to hear that the business is also the source of the owner’s retirement. Unfortunately, many owners don’t have a clear […]