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 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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- 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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- Aug 21
- 3 min
Unleashing the Power of Your Cash Value: A Smart Move for Your Small Business
Hey there, fellow business mavericks! If you're a small business owner, you know the financial dance can get pretty tricky. But here's a...
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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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- Jul 4
- 1 min
Happy 4th of July!
Today, as we gather with loved ones to celebrate the birth of our nation, I want to reach out to you, our valued community, and extend my...
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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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- 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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