Finances are cited as a worry for 87% of us. Inflation is up. Savings are down. And the talk of recession has reared its ugly head again.
If you haven’t noticed, the world we live in is becoming more and more polarized. There are so many conflicting opinions out there.
In this discussion, Tim and Olivia talk about Apple’s Newly Announced High-Yield Savings Accounts and What they could mean for You.
When you’re a small business owner, your people are key. But how do you keep your key people happy and keep them from going after a better offer from your competitor?
Americans are quitting their jobs in record numbers. It’s called the Great Resignation.
When it comes to funding college tuition for your children, sending one child to college is expensive, sending two is almost manageable, and sending three could be downright impossible.
When it comes to planning for the future, there are a lot of factors to consider. How do you know what’s going to happen from day to day? One day you could have it all and the next day you could be scrambling for cash flow.
When it comes to estate planning, a common tool to use is an irrevocable life insurance trust, commonly known as an ILIT.
Since that whole fiasco with the Silicon Valley Bank, a lot of our clients have been calling us and saying, “Hey, is my money safe with a life insurance company?”
So you’re a business owner, and you have a whole life insurance policy, and you want to leverage the life insurance cash value to make an investment in your business.