Keep More of Your Money

At the beginning of the year most people make resolutions to eat better and exercise more. Are you on track with your resolutions?

Give yourself the gift of financial freedom

The most important and lofty gift of all is to be free of a life constrained by financial pressure. When you have enough income from passive sources that are not dependent upon trading your time for dollars, then what you do with your time becomes your choice. Whether you’re naughty or nice, achieving that takes planning.

Prepare an effective defense with disability insurance

A football team manages the risk of injury to its players with physical fitness, doctors, trainers, and backups for each position. Who backs you up at ‘your position’ if events transpire to keep you from being at work for an extended period?

Kicking the Spook out of Life Insurance

The cost of the end of life can be scarier than any Halloween feature film, but they don’t need to be a mystery or haunt your family after you have gone.

Understanding Spousal Rollovers

According to tax law, assets may be rolled over or transferred to a spouse with no immediate tax implications. This is known as a spousal rollover.

Options for funding a Buy/Sell Agreement

A major consideration in structuring a Buy/Sell Agreement for dealing with the potential of the death of a shareholder is ensuring that the remaining shareholders have the financial means to pay for the purchase.

How to Structure a Buy/Sell Agreement

A Buy/Sell Agreement is a vital document that protects you from the confusion and potential for disagreement that can come if something happens to a business partner.

Don’t make these five life insurance mistakes

Life insurance is an important part of managing your family’s future, and you don’t want to mess it up with a stupid mistake. Here are five common mistakes that can really impact your life insurance purchase. Avoid them.

Five reasons why life insurance matters

Perhaps you’ve been thinking about getting life insurance, but you’ve been putting it off. You haven’t needed it yet, so how important is it, really?

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