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Retiring Early with Other People’s Money

10/19/2017 11:00 AM

In the movie Other People’s Money, Lawrence Garfield says, “I love money more than the things it can buy. There's only one thing I love more than money. You know what that is? Other People’s Money...


Raising Money for Charity Without Writing a Check

10/18/2017 07:00 AM

For the affluent business owner and wealthy entrepreneur, giving can be an extravagant experience in contributing to a non-profit organization without writing a check. Watch the video interview wit...


The Process of Timing, Combing & Sequencing

10/17/2017 11:00 AM

“Over my many years of practice one question will come up repeatedly in one form or another. “How do I best utilize my accumulated assets and at the same time maximize my net worth and inheritance ...


The Reality of Successful Business Owners

10/16/2017 11:00 AM

Even successful business owners have self-doubt about maintaining an ongoing profitable enterprise. They lose sleep over their businesses just as a worried parent does over a child. The psychonomic...


The Mortality Revolution Extending Planning Horizons

10/13/2017 11:00 AM

The Mortality Revolution may very well be the final frontier in mankind’s quest to beat death. So far, the grim reaper has won every time, but new timelines are emerging in human longevity that ar...


Investment Income without Mortality Credits

10/12/2017 11:00 AM

Many retirees are attempting to live on the income generated from their bond and stock portfolios. But it can be difficult to pay essential budgetary items with fluctuating market income. Many fina...


Lifetime Income Annuities

10/11/2017 11:00 AM

The law of large numbers and changing demographics of life expectancy is having a significant impact on guaranteed lifetime annuities. Annuity manufacturers are touting their alpha with mortality c...


Life Expectancy & Mortality Products

10/10/2017 11:00 AM

Most of the retirement plans currently operational have a significant flaw. They’ve grossly underestimated the stunning increase in life expectancy over the last generation. But pensions are in the...


File For Chapter 7 Bankruptcy in Nevada With Price Law Group Bankruptcy Attorneys

10/09/2017 02:03 PM

File For Chapter 7 Bankruptcy in Nevada With Price Law Group Bankruptcy Attorneys


The Longevity Movement

10/09/2017 11:00 AM

The last 100 years have seen a significant increase in human longevity compared to the earliest records of mankind. The spike in longevity has caught the Western world by surprise. The effects of t...


Benefit Focused Defined Benefit Plans

10/06/2017 11:00 AM

Retirement plans have always been about income. But the perks of adding death benefit and health reserves can enhance a defined benefit plan for those who value extra provisions. Watch the video in...


Profit Sharing & Cash Balance Plans

10/05/2017 11:00 AM

Profit sharing plans coupled with cash balance plans seem to be the new tandem of retirement planning vehicles over traditional 401(k)s. Watch the video interview with retirement expert Jodie Daile...


401(k)s and Safe Harbor Plans

10/04/2017 11:00 AM

A 401(k) defined contribution plan is America’s number one retirement plan that employees contribute to on a regular basis. But often employers contribute a limited match of employee’s contribution...


The Benefits of a Qualified Plan

10/03/2017 11:00 AM

Tax deduction and tax deferral are big motivators for employers and employees alike. Extracting retirement payments with payroll seems to act like a discipline that most Americans need. Watch the v...


Join Trade Ideas In Buckhead Georgia For An Advisory Innovation Luncheon At Maggiano’s On October 18, 2017

10/02/2017 01:00 PM

Join Trade Ideas In Buckhead Georgia For An Advisory Innovation Luncheon At Maggiano’s On October 18, 2017


Qualified Retirement Employer Plans

10/02/2017 11:00 AM

Employers are always seeking an edge in employee recruitment and retention. So many companies offer ERISA qualified retirement plans in their company benefits to attract and maintain a solid work f...


Reducing Taxes on RMDs & Social Security

09/29/2017 11:00 AM

The strategic use of profit sharing plans in concert with Roth IRAs and Cash Value Life Insurance has the potential of re-characterizing qualified plan assets to tax free assets. These strategies a...


Global Smart Parking Platform Market Size, Status and Forecast 2022

09/29/2017 06:18 AM

The Global Smart Parking Platform Market Size, Status and Forecast 2022 is a professional and in-depth study on the current state of the Barcode Printers industry.


Tax Effective Transitions to Roth IRAs

09/28/2017 11:00 AM

Transitioning from taxable retirement plans to tax-free income is an economic art form. Few advisers understand the impact of taxes and how to mitigate them. But slowly converting taxable retiremen...


Trade Ideas Unveiled As Member Of Inc Magazine 36th Annual Fastest Growing Private Companies, With a 3 Year Growth Of 65% Percent

09/27/2017 05:19 PM

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