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The Decision Making Process in Business Owners

10/27/2017 11:00 AM

Every business owner has some methodology in their decision making process. Even when you don’t have a system to determine strategies and tactics, your default to “winging it’ is an approach, albei...

 

Business Succession Planning for Business Owners

10/26/2017 11:00 AM

During the last ten years of owning a business, an entrepreneur works hard to increase the value of their business only to surrender a significant portion to taxes. Creating greater value and payin...

 

Estate Planning for Executives & Business Owners

10/25/2017 11:00 AM

When you’ve accumulated a lifetime of wealth, the last thing on your mind is to surrender a significant portion of it to the federal and state government agencies. Estate transfer taxes may not be ...

 

Retirement Planning for Executives & Business Owners

10/24/2017 11:00 AM

You’d think that having a retirement plan would go without saying. It seems obvious. But most retirees do not have a plan, much less the money to fund an enjoyable retirement. But this retirement p...

 

Income Tax Planning for Executives & Business Owners

10/23/2017 11:00 AM

In 1913 income taxes became a reality for American citizens. Since then the tax code and the Internal Revenue Service has evolved into the most convoluted set of regulations known to modern man. Se...

 

The Benefit Focused Defined Benefit Plan

10/20/2017 11:00 AM

A Benefit Focused Defined Benefit Plan can generate serious six-figure deductions, and fund retirement income and a death benefit to surviving spouses or a trust whose beneficiaries are their child...

 

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...