For mid-sized businesses in high-risk industries, standard liability insurance often leaves the biggest threats—like regulatory shutdowns or lost clients—completely uncovered. Read our latest case study to see how an oilfield service company leveraged a custom Captive Insurance company to deduct $1.2M in premiums and fund their own "rainy day" survival strategy.
Are you maxing out your SEP-IRA but still facing a massive tax bill? Learn how a group of four anesthesiologists legally removed $815,000 from their taxable income in a single year—and saved $1.2 million in taxes—by upgrading to a Cash Balance Plan.
A letter of instruction is not a legal document; it’s a letter written by you that provides additional and more personal information regarding your estate. It can be addressed to whomever you choose, but typically, a letter of instruction is directed to the executor, family members, or beneficiaries.
Much is written about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Some classic financial missteps have been known to plague retirees, too.
The Cost of Living Adjustment for Social Security benefits ensures that benefits are aligned with current inflation rates. Learn more about COLA over the years.
This blog will provide some tips and things to consider before embarking on fall home maintenance or renovation projects.
September is National College Savings Month! Use this month as an opportunity to learn more about how to save for college.
Being dropped from your home insurance is stressful, but there are ways to ensure you don’t have a lapse in coverage and that you get all your questions answered.
Did you know that you can claim a spousal benefit for social security? We detail a few important situations where you can claim spousal benefits for social security, even if you're widowed or divorced.
Catch-up contributions can be a great way to make up for lost time when it comes to retirement savings. Are you eligible?