Blog
Blog
Your Questions Answered: How Can I Reduce My Tax Bill?
Susi is a highly compensated executive in a very well-known national organization. In a recent meeting she asked me what she could do to reduce her tax liability. We get this question A LOT. And there are a couple of very easy answers. Number One is make less money....
Your Questions Answered: Should I Do a Debt Snowball with a Whole Life Insurance Policy?
John is the son of a client and has a young family. He reached out to us because he had been approached about overfunding a whole life insurance policy and borrowing out the cash value to execute Dave Ramsey-style debt snowball. This concept – overfunding and...
Your Questions Answered: Should I Open A 529 College Savings Plan for My Child?
I was recently asked by a client with a young family if they should open a 529 college savings plan for their young daughter. The answer was, “Probably, but not exclusively.” Here is what I meant by that: A 529 plan is hands down a fantastic college savings tool. If...
Advice For Life
Involving Children of All Ages in Giving
Want to teach your children the core values of gratitude and generosity? There’s no better way to do that than to get your children involved in giving…
Transition
The jobs we do for 40 hours every week – and the life that job provides for our families over decades – has a significant influence on how…
SMI Transition Planning
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.
Every month, Paul shares his thoughts, stories, and wisdom.