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
Categories
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
The End Game: Passing the Maximum Dollars to Your Progeny & Charities
Estate Planning for Executives & Business Owners
Strategic Retirement Planning for Executives & Business Owners
Enjoyment in Retirement is Completely Dependent on Having a Plan
Creative Income Tax Planning for Executives & Business Owners
Income Taxes Are the Largest Expense Now & in Retirement
The Benefit Focused Defined Benefit Plan Can Generate Tax Savings & Personal Perks
A Benefit Driven Retirement Plan May Generate Inordinate Tax Deductions
Retiring Early with Other People’s Money
Business Assets Can Work Harder with the Right Leverage
Raising Money for Charity Without Writing a Check
Many American Business Owners are Benevolent Philanthropists Who Find Creative Ways to Give
There’s a Business Methodology for Success: Don’t Break from the Formula
The Process of Timing, Combing & Sequencing in Business
Successful Business Owners Have Self Doubt Like Everyone Else
The Psychology of a Business Owner Will Surprise You
Benefit Focused Defined Benefit Plans Can Super Charge Your Retirement
Lifetime Income Coupled with Health Benefits & Death Proceeds May Be the New Retirement Plan
Profit Sharing & Cash Balance Plans Can Add Significant Value to Retirement
Combo Pension and Contribution Plans Can Offer More Retirement Options
What You Need to Know About 401(k)s and Safe Harbor Plans
401(k) is the Most Popular Employer Offered Retirement Plan
The Benefits of a Qualified Plan, the Enjoyment Factors in Retirement
Payroll Deduction for Retirement Savings is a Needed Discipline
How to Make Qualified Retirement Employer Plans Work for You
ERISA Plans Can Add Significant Value to Employers Benefits Plans
The Mortality Revolution Extending Retirement Planning Horizons
Lifetime Annuities and Social Security Are the Underpinnings of a Successful Retirement
Investment Income Will More than Likely Be Inadequate to Fund Retirement
Bond Interest & Stock Dividends May Change Under Market Conditions
Lifetime Monthly Income Annuities Are Required in Retirement to Pay Lifetime Monthly Bills
Mortality Credits Maybe the New Alpha for Insurance Companies
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
The Longevity Phenomenon Will Wreak Havoc on Retirement
The Majority of Millennial Women's Life Expectancy May Average 100 Years