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How Inflation Affects Your Investments &Raquo; Elliot Profile Pic

How Inflation Affects Your Investments

Have you noticed the recent increase in fuel prices? They’re up by more than $0.50 per gallon. Copper has risen by 42%, and food prices have soared by 24%. So, what does this inflation mean for you, other than the fact that everything now costs more? Just a month ago, and since January, experts were […]

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41 States That Won’t Tax Social Security Benefits In 2024 &Raquo; Images 308084727689305049389

41 States That Won’t Tax Social Security Benefits in 2024

About one of every seven retired people in the U.S. depend on Government managed retirement for essentially the entirety of their pay, as per an AARP examination. Be that as it may, these advantages don’t generally come without Uncle Sam’s surprises. Some States Tax Social Security for Retirees To demolish monetary issues for retired folks […]

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End Of Year Planning And Reviewing &Raquo; Elliot Profile Pic

End of Year Planning and Reviewing

As we approach the close of another year, we’re presented with a wonderful opportunity to reflect on our recent successes and learning experiences. This time of introspection is not just a chance to celebrate our achievements but also a pivotal moment to strategically plan for the future. After all, thoughtful planning is a cornerstone of […]

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2024 Irs Updates: 401(K), Ira, &Amp; More &Raquo; Ira401Kroth 1024X686 1

2024 IRS Updates: 401(k), IRA, & More

The Internal Revenue Service (IRS) has announced significant updates for 2024, impacting various retirement plans, including 401(k), Individual Retirement Accounts (IRA), and Roth IRAs. These changes, primarily influenced by cost-of-living adjustments (COLA), offer important implications for individuals and employers in planning their retirement contributions and strategies. 1. 401(k) Plan Contribution Limits For 2024, the contribution […]

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What Is A Donor-Advised Fund (Daf)? &Raquo; Volunteer 1024X576 1

What is a Donor-Advised Fund (DAF)?

Have you ever dreamed of leaving a lasting mark on the world, one that resonates with your values and vision? Since we are now in an era shaped by global violence and economic uncertainty, it’s no surprise you might be seeking a connection to the good in the world once again. Yet, within this backdrop […]

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Boosting Executive Retention With Split-Dollar Life Insurance &Raquo; Lifeinsurance 1 1024X686 1

Boosting Executive Retention with Split-Dollar Life Insurance

In the competitive corporate landscape, attracting and retaining executive talent goes beyond offering a top salary. Today, savvy companies are looking toward more comprehensive compensation packages, where tools like Split-Dollar Life Insurance (SDLI) complement traditional 401(k) retirement plans. This strategy not only enhances the value of an executive’s compensation package but also signals a commitment […]

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Strategies To Retain Top Corporate Talent &Raquo; Elliot Profile Pic

Strategies to Retain Top Corporate Talent

Today’s world is evolving rapidly, making it more challenging than ever to attract and hold onto talented employees, particularly senior management. Here are some strategies that might be beneficial, and these require thoughtful conversations: Secure key talent with a Deferred Compensation Plan. Establish a “Split-Dollar” insurance program for your executives. Consider a creative match for […]

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Why A Retirement Income Specialist Is Your Compass &Raquo; Retirementchange 1024X686 1

Why a Retirement Income Specialist is Your Compass

Even for today’s most financially savvy retirees, the journey to retirement can be much like navigating a labyrinthine maze. With a multitude of financial instruments, ever-changing regulations, and an unpredictable economic landscape, plotting a course to a secure retirement can seem daunting. Enter the Retirement Income Specialist, your compass in this intricate terrain, ensuring you […]

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Start, Scale, Step Back: The Business Owner’s Transition &Raquo; Download

Start, Scale, Step Back: The Business Owner’s Transition

In this episode, Elliot Kallen brings on Laurie Barkman to discuss the intricate journey every entrepreneur faces: the path from birthing a business idea to the emotional and pragmatic challenges of selling and transitioning into retirement. They discuss the essential role of an advisor, the hazards of not being adequately prepared for transitions, and the […]

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The Evolution And Importance Of Financial Planning &Raquo; Elliot Profile Pic

The Evolution and Importance of Financial Planning

I remember the days when creating a financial plan was a cumbersome process, involving countless hours of assembling paperwork and collaborating with individuals who input information without truly understanding who you were. Once this phase was complete, the plan was handed off to an advisor. Typically, such plans, spanning about a hundred pages, would just […]

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