financial plan

From Business Success to Early Retirement: A Real-Life Success Story Exiting A Business

January 15, 2025

Business owners face unique challenges, especially regarding their finances. They have more retirement plan options that could set them up for financial success in the future. Still, they also could pay higher taxes than a…
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Case Study: Is There Such A Thing As Too Much Insurance?

January 1, 2025

I always wondered when someone self-insured for life events if they had too much insurance. We received a new client a few years back, and she had four whole-life policies and was collectively paying around…
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