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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- 4 days ago
- 1 min
3 Easy Ways to Save for Retirement
VIDEO Look into these tools to optimize your savings for retirement: Maximize Employer Plans 💼: Contribute to your employer-sponsored...
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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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- 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 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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- 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 14
- 4 min
Building a Bright Financial Future: Using Annuities and Trusts to Benefit Your Grandchildren
You love your children and grandchildren and want to do all you can to improve their lives. Let us show you some ways this can be done...
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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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- May 19
- 3 min
Protecting Your Loved Ones: Unleashing the Power of Life Insurance
Picture this: you're working hard to provide for your family, and the unexpected happens. How can you ensure your loved ones are cared...
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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 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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- Apr 5
- 3 min
Comparing the Pros and Cons: Whole Life vs. Universal Life
WholeThere are two main types of permanent life insurance: whole life insurance and universal life insurance. Let’s look into and compare...
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- Mar 31
- 3 min
Don't Make This Common Estate Planning Mistake with Your Children's Inheritance
As parents, we always want what's best for our children. That's why we work hard to provide them with a great life, a good education, and...
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- Mar 28
- 4 min
Before You Spend Your Emergency Fund: Three Questions to Ask Yourself
In the past year there has been increasing talk and expectations of a recession, whether or not we experience harsh setbacks due to this...
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- Mar 8
- 5 min
Recession-Proof Your Finances: The Value of Cash Value Life Insurance from Trusted Mutual Insurers
In times of economic downturn, many individuals turn to strategies that can help them safeguard their finances and provide some measure...
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- Mar 1
- 3 min
Building a Thriving Airbnb Business with Tax-Smart Strategies and Permanent Life Insurance
Maggie was a successful entrepreneur who ran a thriving Airbnb rental business. She had two children, a loving husband, and three...
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- Feb 23
- 6 min
Breaking Down Barriers: How Black Americans Are Overcoming Obstacles to Achieve Financial Security
Historically, black people in America have been excluded from many financial opportunities, mostly due to the burden of racism and...
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