Based solely upon our country’s spending trajectory, higher taxes seem inescapable. Families and businesses can take steps today to mitigate expected tax increases and protect their legacies. Longevity planning is key to ensuring there is sufficient retirement income and that incidents of disability or long-term care do not eat away at assets.

Americans continue to leave their jobs in record numbers. According to the Bureau of Labor Statistics, between April 2021 and December 2021, nearly 33 million people left their positions. This is a jaw-dropping amount accounting for over 20% of the U.S. workforce. No industry has been spared and employers of all sizes have been impacted

When surveying affluent families and highly compensated executives and entrepreneurs about what keeps them up at night with regards to their finances, recurring themes include taxes, market volatility, balancing risk and return, maintaining adequate liquidity and protecting their assets.  This articles examines how cash value life insurance can be a helpful tool in the toolbox

Life insurance is often narrowly perceived as a liquidity tool for the estates of high-net-worth individuals. While true, there’s a growing view within this community, and among their advisors, of life insurance as a contingent asset class (that is, by paying out on the insured’s death), a legacy planning vehicle that can add tremendous value and diversification to a family’s wealth transfer portfolio.

Tax season is around the corner and COVID-19 has impacted most people’s risk tolerance. If you are interested in lowering future tax liabilities and infuse some stability into your financial affairs, read on.

Long Term Care and nursing homes have been in the news a lot lately courtesy of COVID-19. Health and family are top of mind right now so we thought some education on this important subject would be timely and of interest.

Estate planning may be top of mind for many in these uncertain times. If you have been meaning to tackle this subject or update your current plan, COVID-19 has created some incredible planning opportunities.

After six weeks of quarantine, we share everyone’s COVID-19 fatigue and can appreciate your reluctance to make financial moves until we have more clarity on what lies ahead.

Pandemics make us all feel mortal and bring out our survival instincts. In addition, uncertainty creates anxiety and fear. Here are some useful resources to navigate this crisis.

With the belief that confident and timely decisions are made when people feel assured with the right information, we decided to re-vamp our website to reflect what we offer in a clear and concise manner. Our new website will provide curated thoughts through leadership updates, relatable case studies, industry news and locally hosted events.