Blog
Categories
Business
Taxes
Estate Planning & Trusts
Finance & Retirement
Life Insurance
Health Insurance
Medicare
Supplemental Insurance
Subscribe to Our Weekly Newsletter
Business
Taxes
Retirement Plans for Small Businesses: A Comprehensive Guide
Planning for retirement is essential for individuals, but it's equally important for small business owners to consider retirement plans for their employees. Offering retirement benefits not only helps attract and retain talented employees but also provides tax...
The Importance of Adding Supplemental Insurance to Your Benefit Package for Your Employees
As an employer, offering a comprehensive benefits package is essential to attract and retain top talent. While traditional health insurance is a critical component of any benefits package, it may not cover all the medical expenses that your employees may face. That's...
The Untapped Potential of Business Coaching for Small Business Owners
In the fiercely competitive realm of entrepreneurship, small business owners often grapple with numerous challenges - from financial management to employee relations, marketing strategies, and beyond. These challenges, if not addressed promptly, can snowball into...
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...
Why 93% of Businesses Overpay in Taxes and Best Strategies to Not Be One of Them
Introduction Paying taxes is an essential part of running a business, but did you know that a staggering 93% of businesses overpay in taxes? Overpaying on taxes can significantly impact a company's bottom line and hinder its growth potential. In this blog post, we...
Why Working with a Tax Specialist Can Enhance Your Business Tax Strategy
When it comes to maximizing your business's tax strategy, there are various professionals you can turn to for assistance. While many individuals rely on Certified Public Accountants (CPAs) for their tax needs, there are distinct advantages to working with a tax...
Back To Categories
Estate Planning & Trusts
Finance & Retirement
What Happens When You Don’t Have an Estate Plan When You Die
When someone passes away without an estate plan, it can lead to a number of complications and uncertainties for their loved ones. Here are some of the key consequences of not having an estate plan: 1. State Intestacy Laws: When someone dies without a will, their...
The Best States to Retire to and Why
Choosing the best state to retire to is a personal decision that depends on various factors such as affordability, climate, healthcare, and lifestyle preferences. While there is no one-size-fits-all answer, several states consistently rank highly for retirees. Here...
Understanding Your Credit Score and How to Improve It
Your credit score is an important number that can impact your financial future. It is a three-digit number that estimates how likely you are to repay borrowed money and pay bills. Credit scores are calculated from information about your credit accounts, which is...
Maximizing Your Social Security Benefits: A Comprehensive Guide
Introduction As we journey through life, one of the most important decisions we face is when to start drawing our Social Security benefits. This decision can significantly impact our financial well-being in retirement. It's not just about signing up for benefits; it's...
Back To Categories
Life Insurance
Health Insurance
What Happens When You Don’t Have an Estate Plan When You Die
When someone passes away without an estate plan, it can lead to a number of complications and uncertainties for their loved ones. Here are some of the key consequences of not having an estate plan: 1. State Intestacy Laws: When someone dies without a will, their...
The Best States to Retire to and Why
Choosing the best state to retire to is a personal decision that depends on various factors such as affordability, climate, healthcare, and lifestyle preferences. While there is no one-size-fits-all answer, several states consistently rank highly for retirees. Here...
Understanding Your Credit Score and How to Improve It
Your credit score is an important number that can impact your financial future. It is a three-digit number that estimates how likely you are to repay borrowed money and pay bills. Credit scores are calculated from information about your credit accounts, which is...
Maximizing Your Social Security Benefits: A Comprehensive Guide
Introduction As we journey through life, one of the most important decisions we face is when to start drawing our Social Security benefits. This decision can significantly impact our financial well-being in retirement. It's not just about signing up for benefits; it's...
Back To Categories
Medicare
Supplemental Insurance
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.
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