Would you like help creating your dream exit? You’ve got that little voice in the back of your mind telling you it’s time for the next adventure. You’ve put in thousands upon thousands of hours of your blood, sweat, and tears to build your business into something incredible.… Read More
When, Why, and How To Choose A Plan That’s Right For You (especially if you’re already enrolled) Whether you’re looking into Medicare for the first time, or taking advantage of annual enrollment to update your strategy, we’ve broken down the critical choices you must make into a simple decision-making tool (including the easy-to-understand questions you MUST ask yourself before choosing a plan).… Read More
The 2017 Tax Cuts and Jobs Act (“TCJA”) created incredible estate planning opportunities for savvy Americans. However, the massive changes introduced by the SECURE Act of 2019 have made many estate strategies outdated. If you haven’t created or reviewed your estate plans in light of these new rules, you’re at risk of… Accidentally disinheriting your spouse (because of an outdated trust or estate strategy) Failing to take advantage of a temporary tax window (just through 2025) Shortchanging your loved ones by leaving Uncle Sam too much of your hard-earned money Forcing your loved ones to liquidate their inheritance to pay taxes (because IRA rules changed) All because your will, trust, or estate plan hasn’t been updated to reflect the new laws.… Read More
When it comes to any business, wishing upon a star won’t ensure its future. Historically, remember the case of Michael Eisner (past chairman and CEO of The Walt Disney Company). First, Eisner’s “second-in-command,” Frank Wells, died in a helicopter accident in Nevada.… Read More
Planning for your Social Security benefit isn’t just about estimating the monthly check you’ll receive in the mail. There’s a right way and a wrong way to look at Social Security. S The wrong way I need this money as soon as possible because I paid into the system and deserve it.… Read More