facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Scroll through our blog posts below:

Sign-up to be emailed our our most recent and trending blogs



Is Your Life Insurance an Asset or Liability? Thumbnail

Is Your Life Insurance an Asset or Liability?

When I think about life insurance, the three words that come to mind are: Misunderstood, Mis-sold, Mismanaged Life insurance is one of the most misunderstood financial products by consumers. Life insurance is one of the most mis-sold financial products by insurance agents. Life insurance is one of the most mismanaged asset by wealth managers & financial advisors. The combination of these three M’s ultimately gives a very valuable product a tarnished reputation causing many to underestimate the importance of life insurance in a holistic financial plan.

Read More
The Tax Proposal Merry-Go-Round 2.0 Thumbnail

The Tax Proposal Merry-Go-Round 2.0

On Thursday afternoon (October 28, 2021), The House Rules Committee released a draft of the reconciliation text outlining the framework for what was President Biden’s original $3.5 trillion social safety net proposal. As many of you saw, I released an article on September 14th titled Responsibly Funding Our Priorities, in which I outlined The House Ways and Means Committee’s proposed legislation titled “Responsibly Funding Our Priorities.” This preliminary tax legislation, which circulated on and off Capitol Hill, would have raise as much as $2.9 trillion to pay for most of President Biden’s infrastructure proposal by increasing taxes on the wealthiest corporations and individuals (those over $400k of income). As you can see in my previous article, I claimed that this proposed legislation was far from law and we would certainly see changes, and changes there are!

Read More
Responsibly Funding Our Priorities Thumbnail

Responsibly Funding Our Priorities

On Monday, The House Ways & Means Committee released their proposed legislation titled “Responsibly Funding Our Priorities”. The preliminary tax legislation, which circulated on, and off Capitol Hill, would raise as much as $2.9 trillion to pay for most of President Biden’s sweeping expansion of the Social Safety net by increasing taxes on the wealthiest corporations and individuals (those over $400k of income). While this proposed legislation is only the 1st draft and is still far from law, so far it is the best glimpse into what we might expect. Here are some of the key points.

Read More
Taxes on Your Retirement Accounts (401k & IRA): How You Could Face Up to 70% in Taxes Thumbnail

Taxes on Your Retirement Accounts (401k & IRA): How You Could Face Up to 70% in Taxes

Many people have spent a lifetime saving and accumulating money in tax-deferred retirement savings vehicles like the 401(k), 403(b), 457, IRA, SEP IRA, or TSP Plan (non-Roth retirement accounts). In extreme cases, taxes could erode up to 70% of the value of these accounts without proper planning. Let’s look at the eleven potential taxes on your retirement assets.

Read More

(888) 617-3402