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SERPs: A Powerful Tool for Retaining Talent and Protecting Your Legacy
When it comes to attracting and keeping top executive talent, compensation alone isn’t always enough. High-performing executives are...
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Sep 223 min read
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The One Big Beautiful Bill: What It Means for High-Income Investors, Pre‑Retirees, Retirees & Business Owners
On July 4, 2025, President Trump signed into law the One Big Beautiful Bill Act . This expansive legislation encompasses tax reform,...
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Jul 102 min read
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Maximize Tax Savings with a Cash Balance Defined Benefit Plan
As tax season approaches, high-income earners, business owners, and professionals seek ways to reduce their taxable income while...
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Feb 192 min read
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Navigating the Post-Election Economic Landscape: Key Insights for Retirees and Business Owners
The 2024 presidential election marked a turning point in U.S. politics and policy. With Donald Trump projected as the next President and...
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Dec 10, 20243 min read
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Understanding Pension Plans: The Role of Life Insurance and Cash Balance Plans
Pension plans can be pivotal in ensuring financial stability when planning for a secure retirement. Among the various types of pension...
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Aug 7, 20243 min read
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Navigating IRA Inheritance Under the CARES Act 2.0: Implications for Non-Spousal Beneficiaries
The CARES Act 2.0 significantly changes the rules governing the inheritance of Individual Retirement Accounts (IRAs) by non-spousal...
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May 9, 20242 min read
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Unlocking Retirement Potential: The Power of Defined Benefit Cash Value Plans
When it comes to retirement planning, affluent pre-retirees and business owners face unique challenges and opportunities. Balancing the...
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Mar 4, 20243 min read
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Maximizing Retirement Benefits: A Business Owner's Guide to Defined Benefit Pension Plans and Succession Planning
In retirement planning and business succession, defined benefit pension plans are pivotal tools for securing your financial future and...
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Jan 1, 20242 min read
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