How Family-Owned Businesses Contribute to the Economy and the Imperative of Succession Planning
Family-owned businesses (FOBs) stand as stalwarts in the economic landscape, contributing significantly to the nation's prosperity. These...
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- Nov 21
- 4 min
Pickleball: A Game Plan for a Winning Retirement
Pickleball, the sport that has swept the nation like a well-placed dink shot, is more than just a fun way to pass the time. As a player...
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- Nov 10
- 2 min
SECURE 2.0 Act Raises RMD Age: What It Means for You
Required minimum distributions (RMDs) are the minimum amount of money you must withdraw from your traditional IRAs and 401(k)s each year...
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- Nov 8
- 5 min
Navigating the Financial Squeeze: A Guide for the Sandwich Generation
In today's dynamic world, the "sandwich generation" concept has become increasingly prevalent. This term refers to middle-aged adults who...
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- Nov 2
- 4 min
6 Financial Tools for Young Professionals to Build Wealth
As a young professional, building wealth is a goal that's within your reach, but it requires the right financial tools and strategies. In...
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- Oct 26
- 3 min
Secure Your Business's Future with Buy-Sell Agreements and Insurance!
Hey, my fellow business owners, We get it - running a business is a rollercoaster ride of challenges, but here's some food for thought:...
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- Oct 19
- 4 min
Growing Your Retirement Funds in a Shifting Financial Environment
If you are seeking to secure your financial future and build robust retirement savings, you should understand the impact of the Federal...
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- Oct 12
- 3 min
From College to Retirement: The $35,000 Transition You Need to Know
Let's talk about money, education, and retirement. You might have heard of something called a 529 plan. It's like a special savings...
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- Sep 13
- 4 min
Nurturing Financial Savvy Children: A Parent's Guide
Navigating the Money Maze Hey there, fellow parents, caregivers, and money-savvy adventurers! 🌟 Imagine this: You're stranded on a...
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- Aug 31
- 5 min
If It's Good Enough for Bankers, It's Great for You! The Power of Permanent Life Insurance
Exploring the Value of Permanent Life Insurance Permanent life insurance offers a unique and valuable component to a comprehensive...
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- Aug 28
- 4 min
Enhancing Crypto Investments through Cash Value Life Insurance Loans: The Life Capitalized Approach
Hi Folks, Let's take a look at the ever-evolving finance landscape, where traditional strategies merge with groundbreaking opportunities...
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- Aug 25
- 2 min
Navigating Life Insurance, Annuities, and Retirement Planning
Your Path to Financial Confidence Hey there, you savvy wealth builders! When it comes to securing your financial future, it's like...
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- Aug 24
- 3 min
Smart College Planning: 529 Plans, Life Insurance, and Flexibility
Imagine you're preparing for a journey, and you need to figure out what challenges lie ahead. Similarly, planning for your child's future...
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- Jul 27
- 4 min
Unlocking Financial Opportunities: Transferring Your Inherited IRA to a New Custodian
Introduction: Navigating the Path of an Inherited IRA When you find yourself inheriting an IRA, it's natural to be uncertain about the...
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- Jun 20
- 2 min
Key Person Planning: Safeguarding Your Small Business and Dreams!
🔑👥 Key Person Planning 🔒💼 Have you ever wondered what would happen to your small business if a key person—the backbone of your...
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- May 25
- 3 min
Retirement Bliss: Enjoy a Worry-Free Future with Annuities
Are you tired of financial rollercoasters and sleepless nights, especially during uncertain times? Financial uncertainty can be a...
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- Apr 24
- 3 min
Cash Value Life Insurance: A Business Owner's Financial Safety Net
As a business owner or manager, you understand the importance of having liquid capital to support growth. However, finding or borrowing...
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- Apr 17
- 4 min
Navigating Recession Risk: Should You Invest in Annuities for Retirement?
When considering retirement investments in uncertain economic times, many individuals turn to the safety net provided by annuities.
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- Apr 12
- 6 min
Mastering Personal Finances: Tools and Strategies for People on a Budget
It's Financial Literacy Month, so we thought we'd share some insights to help you on your journey to be better with money. Financial...
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- Apr 6
- 4 min
Why Now is the Time to Own Permanent Life Insurance in a Trust
As seasoned professionals in the field of finance and insurance, we firmly believe that now is the best time to own permanent life...
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