Month: February 2014

Jim Lorenzen, CFP®, AIF® Before you can take income from a nest-egg, you have to HAVE a nest-egg; but, getting there takes more than discipline

Enter Longevity Insurance – But Look Closely Before You Buy. You name the fear, the financial industry will come up with a solution to sell. These

Owners of closely-held businesses have long understood the value of insurance as a funding tool for executive retention, transition planning, and enhanced retirement benefits; but,

Did you know that property transferred in excess of the unified credit equivalent will ultimately be subject to estate tax in the estate of the surviving

Tax brackets have an impact on your choice of funding insurance solutions to meet the needs of closely-held corporations and their shareholders! For example, a