Blog
Categories
Business
Taxes
Estate Planning & Trusts
Finance & Retirement
Life Insurance
Health Insurance
Medicare
Supplemental Insurance
Subscribe to Our Weekly Newsletter
Business
Taxes

What Business Growth Planning is and Why it is Important to Business Owners
As a business owner, it's easy to get caught up in the day-to-day operations of your business. However, to be truly successful, you need to be looking ahead and planning for growth. Business growth planning is the process of creating a strategic plan for how your...

The Importance of Stress Management for Entrepreneurs: Tips for Overcoming Overwhelm
Running a business can be a rewarding and fulfilling endeavor, but it also comes with its fair share of stress and challenges. As an entrepreneur, managing stress is crucial not only for your personal well-being but also for the success of your business. In this blog...

Financial Management for Business Owners: Best Practices for Stability and Growth
The world of business can be unpredictable, with markets fluctuating and industries evolving. Yet, one constant remains: the need for robust financial management. For business owners, understanding the nuances of financial management can mean the difference between...

The Main Street Tax Certainty Act
Securing the Future of Small Businesses in America In a significant move to support America's small businesses, Senator Steve Daines (R-MT), Majority Leader John Thune (R-SD), and 33 Republican Senators have introduced the Main Street Tax Certainty Act. This crucial...

Understanding the 1031 Exchange Solutions: A Guide for Agricultural Landowners
Aerial drone image of farmland landscape in Iowa USA Introduction In real estate and agriculture, managing tax liabilities is crucial to maximizing profits and ensuring the long-term sustainability of a business. One powerful...

Your Guide to Understanding FFCRA: Paid Leave and Tax Credits Explained
The Families First Coronavirus Response Act (FFCRA) was enacted to provide aid and resources in response to the COVID-19 pandemic. This act can offer many benefits for people affected, including paid leave, tax credits, unemployment assistance, and more. If you’re...
Back To Categories
Estate Planning & Trusts
Finance & Retirement

Maximize Your Legacy: Top Estate Planning Strategies for Asset Protection and Tax Efficiency
You can create a secure future for your family and maximize the impact of your estate by planning. This guide provides key strategies that will help you save on taxes while also ensuring your wishes are carried out properly - allowing you to ensure everyone is well...

Protecting Your Adult Disabled Children: The Importance of Estate Planning and Trusts
If you have adult disabled children, it is crucial to have a comprehensive estate plan in place to protect their future and ensure they continue to receive the necessary assistance and benefits. Estate planning for families with special needs children requires careful...

Types of Power of Attorney and Their Different Levels of Control and Liability
A power of attorney (POA) is a legal document that authorizes someone to act on your behalf in financial, legal, or medical matters. There are different types of POA, each with its unique purpose and level of control and liability. In this blog post, we will discuss...

Understanding Your Retirement Plan Sponsor Responsibilities: A Comprehensive Guide
A retirement plan sponsor is responsible for establishing, managing, and continuously updating retirement plans while assuming fiduciary responsibilities and adhering to legal obligations to act in the best interest of the plan participants. Plan sponsors must regularly update their plan documents to comply with changes in laws and manage employer contributions and plan expenses effectively to ensure the plan’s financial health and the participants’ future benefits.

Guilt From Debt
For Those Who Struggle With Guilt From The Debt They Cannot Afford To Pay By Eric Olsen from HELPS Nonprofit Law Firm https://www.helpsishere.org/guilt.html Recently, a senior citizen called HELPS director Eric Olsen for help. For several months, she had been skipping...

Must Watch No Matter Your Age Or Whether You Have Debt Or Not
New Debt Collection Laws
Back To Categories
Life Insurance
Health Insurance

Maximize Your Legacy: Top Estate Planning Strategies for Asset Protection and Tax Efficiency
You can create a secure future for your family and maximize the impact of your estate by planning. This guide provides key strategies that will help you save on taxes while also ensuring your wishes are carried out properly - allowing you to ensure everyone is well...

Protecting Your Adult Disabled Children: The Importance of Estate Planning and Trusts
If you have adult disabled children, it is crucial to have a comprehensive estate plan in place to protect their future and ensure they continue to receive the necessary assistance and benefits. Estate planning for families with special needs children requires careful...

Types of Power of Attorney and Their Different Levels of Control and Liability
A power of attorney (POA) is a legal document that authorizes someone to act on your behalf in financial, legal, or medical matters. There are different types of POA, each with its unique purpose and level of control and liability. In this blog post, we will discuss...

Understanding Your Retirement Plan Sponsor Responsibilities: A Comprehensive Guide
A retirement plan sponsor is responsible for establishing, managing, and continuously updating retirement plans while assuming fiduciary responsibilities and adhering to legal obligations to act in the best interest of the plan participants. Plan sponsors must regularly update their plan documents to comply with changes in laws and manage employer contributions and plan expenses effectively to ensure the plan’s financial health and the participants’ future benefits.

Guilt From Debt
For Those Who Struggle With Guilt From The Debt They Cannot Afford To Pay By Eric Olsen from HELPS Nonprofit Law Firm https://www.helpsishere.org/guilt.html Recently, a senior citizen called HELPS director Eric Olsen for help. For several months, she had been skipping...

Must Watch No Matter Your Age Or Whether You Have Debt Or Not
New Debt Collection Laws
Back To Categories
Medicare
Supplemental Insurance

Understanding Indexed Universal Life (IUL) Insurance: Suitability and Benefits
In the world of financial products, Indexed Universal Life (IUL) insurance is among the most discussed. With its unique combination of life insurance and savings components, it serves as a hybrid solution for many. However, is it the right choice for you? Let's delve...

Final Expense vs. Whole Life Insurance: Understanding the Differences
Navigating the world of life insurance can be daunting, especially when you come across terms like "final expense" and "whole life insurance." At first glance, both may seem quite similar since they both offer lifetime coverage. However, there are notable differences...

THE IMPORTANCE OF LIFE INSURANCE TO COVER YOUR MORTGAGE
As responsible individuals, we strive to ensure the well-being and financial security of our loved ones. One critical aspect is protecting our family's home, especially during unexpected events. To safeguard your family's future, considering life insurance to cover...

Hospital Indemnity Plans: A Safety Net for Unforeseen Medical Expenses
Hospital indemnity insurance is a type of supplemental insurance that provides a payout to individuals based on circumstances related to hospitalization or specific healthcare services[1]. It is designed to help individuals avoid massive medical debt and cover...

Statistics for Cancer and Critical Illness: The Crucial Role of Insurance Plans
Statistics show that cancer and critical illnesses are unfortunately common and can have a significant financial impact on individuals and families. In this blog post, we will explore the importance of insurance plans that cover unexpected costs associated with these...

Why Having Dental, Vision, and Hearing Coverage is Important: A Comprehensive Guide
Why Having Dental, Vision, and Hearing Coverage is Important: A Comprehensive Guide As we age, our health needs change, and it becomes increasingly important to take care of our dental, vision, and hearing health. Unfortunately, many people neglect these areas of...
Ready To Get Started
We work with businesses throughout the United States and will work within your time zone if necessary.
Please send us a note if you need to meet outside of our business hours.
Let us know if you have questions.

Generating Legacies for Generations
Helping Businesses Across America Keep More of Their Money
800-554-9884
Back To Categories