Articles & Resources
Insights and guidance on retirement planning, pension decisions, and financial planning.
25 articles
- Risk Management
Do I Need a Business Owner Policy?
A business owner policy is an insurance package that assembles the basic coverages required by a business owner in one bundle.
- Risk Management
What Are the Main Types of Auto Insurance?
Even if your state doesn’t require certain types of auto insurance, it may be wise to purchase multiple types to ensure you are covered for a variety of situations.
- Risk Management
Why Are Annuities Considered an Insurance Product?
An annuity is a contract between you and an insurance company to pay you future income in exchange for premiums you pay.
- Risk Management
Do I Need Disability Income Insurance?
Knowing the basics of a disability income insurance policy is a good first step toward protecting your family.
- Risk Management
Why Purchase Life Insurance?
If you have a family who relies on your income, it is important to have life insurance protection.
- Risk Management
What Is Split-Dollar Life Insurance?
Split-dollar life insurance is an arrangement to purchase and fund life insurance between two parties.
- Tax Planning
What Is Tax Deferral?
There can be a substantial benefit to deferring taxes as long as possible.
- Tax Planning
What Tax-Advantaged Alternatives Are Available?
While stable, CDs can create an income tax bill. Fixed annuities and municipal bonds can offer tax advantages.
- Tax Planning
What Are the Tax Benefits of Charitable Trusts?
For the grantor, there are a few potential tax benefits that can come with setting up a charitable trust.
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