Why Holding That Old Annuity Could Be Costing You Most people understand the logic of refinancing a mortgage in a low-interest rate environment. Similarly, savvy investors know that different economic conditions—whether expansionary or recessionary—favor different asset classes and strategies. However, one area often overlooked is how higher interest rates can significantly enhance the value of … Read more
Cash flow management – determine $ available for lifestyle & savings goals clarify retirement – modeling current savings & retirement income distribution planning long term care planning – as part of retirement and estate planning tax mitigation/reduction business exit strategy planning for Owners + retention/reward planning for key Employees asset protection special needs planning
Cash flow management – determine $ available for lifestyle & savings goals clarify retirement – modeling current savings & retirement income distribution planning long term care planning – as part of retirement and estate planning tax mitigation/reduction business exit strategy planning for Owners + retention/reward planning for key Employees asset protection special needs planning