When people think of tax reduction strategies, life insurance is not often at the top of their list. It is true that term life insurance does not provide any immediate tax benefits, but permanent life insurance is an entirely different story. There are numerous ways to use a permanent life policy to lower your taxes. […]
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The youngest of the Baby Boomers are celebrating their 50th birthdays this year and many are realizing that they have very little (if anything) set aside for retirement. Social Security is likely to still be there in 15-20 years, but in order for the system to remain solvent, it will require continual tweaking in the
It’s Never Too Late: Retirement Planning after 50 Read More »
Countless Americans die each year without a deliberate estate plan and when that happens, their family members wake up to the reality that they have very little control over the distribution of their loved one’s assets. Many people believe that they are too young, not wealthy enough, too busy, or a combination of these to
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