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The Methodology of How You Correctly Evaluate Data & Information Will Impact Your Judgment

The Decision Making Process Must Use a Proven Approach to Contribute to Your Solutions

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Optimizing The Sale of Your Business Depends on Maxing Its Value & Paying the Least in Transfer Tax

Optimizing Business Succession: The Most Strategic Planning for Executives & Business Owners

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The End Game: Passing the Maximum Dollars to Your Progeny & Charities

Estate Planning for Executives & Business Owners

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Strategic Retirement Planning for Executives & Business Owners

Enjoyment in Retirement is Completely Dependent on Having a Plan

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Creative Income Tax Planning for Executives & Business Owners

Income Taxes Are the Largest Expense Now & in Retirement

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The Benefit Focused Defined Benefit Plan Can Generate Tax Savings & Personal Perks

A Benefit Driven Retirement Plan May Generate Inordinate Tax Deductions

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Retiring Early with Other People’s Money

Business Assets Can Work Harder with the Right Leverage

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Raising Money for Charity Without Writing a Check

Many American Business Owners are Benevolent Philanthropists Who Find Creative Ways to Give

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There’s a Business Methodology for Success: Don’t Break from the Formula

The Process of Timing, Combing & Sequencing in Business

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Successful Business Owners Have Self Doubt Like Everyone Else

The Psychology of a Business Owner Will Surprise You

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Benefit Focused Defined Benefit Plans Can Super Charge Your Retirement

Lifetime Income Coupled with Health Benefits & Death Proceeds May Be the New Retirement Plan

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Profit Sharing & Cash Balance Plans Can Add Significant Value to Retirement

Combo Pension and Contribution Plans Can Offer More Retirement Options

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What You Need to Know About 401(k)s and Safe Harbor Plans

401(k) is the Most Popular Employer Offered Retirement Plan

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The Benefits of a Qualified Plan, the Enjoyment Factors in Retirement

Payroll Deduction for Retirement Savings is a Needed Discipline

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How to Make Qualified Retirement Employer Plans Work for You

ERISA Plans Can Add Significant Value to Employers Benefits Plans

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The Mortality Revolution Extending Retirement Planning Horizons

Lifetime Annuities and Social Security Are the Underpinnings of a Successful Retirement

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Investment Income Will More than Likely Be Inadequate to Fund Retirement

Bond Interest & Stock Dividends May Change Under Market Conditions

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Lifetime Monthly Income Annuities Are Required in Retirement to Pay Lifetime Monthly Bills

Mortality Credits Maybe the New Alpha for Insurance Companies

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Life Expectancy & Mortality Products Extend the Timelines of Retirement to New Frontiers

All Retirement Plans Will Require Serious Updating in Light of the Mortality Revolution

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The Longevity Phenomenon Will Wreak Havoc on Retirement

The Majority of Millennial Women's Life Expectancy May Average 100 Years