Blog
Lower Your Tax Bill With Year-End Planning
Submitted by Durbin Bennett on November 14th, 2016
As the end of the year draws near, the last thing anyone wants to think about is taxes. But if you are looking for ways to minimize your tax bill, there's no better time for tax planning than before year-end. That's because there are a number of tax-smart strategies you can implement now that will reduce your tax bill come April 15.
Why You Need a Personal Liability Umbrella Policy
Submitted by Durbin Bennett on November 7th, 2016A Buy-Sell Agreement Instead of Deferred Compensation?
Submitted by Durbin Bennett on November 1st, 2016
Tax legislation passed in the mid-1990s limited annual contributions to qualified retirement plans, restricting the ability of business owners, professionals, and key highly compensated employees (HCEs) to save for retirement on a tax-favored basis. To help assure adequate retirement income, there are a number of nonqualified alternatives, including the traditional deferr
Presidential Elections and the Stock Market
Submitted by Durbin Bennett on October 24th, 2016Biggest Misconceptions About Business Insurance
Submitted by Durbin Bennett on October 17th, 2016
Business owners have a tremendous opportunity to generate significant rewards from a business in which they have invested heavily. However, as with any opportunity with the potential for great rewards, there are great risks, many of which have the potential to create a serious financial hardship on a business.
Remarriage: Altering Your Financial Plan to Meet Your Needs
Submitted by Durbin Bennett on October 10th, 2016A Business “Will” can Go a Long Way
Submitted by Durbin Bennett on October 3rd, 2016
A business will is far more than a legal document designed to transfer assets upon the death of an owner or partner. It is a comprehensive estate planning tool that can include everything from management plans, and other documents necessary for a company’s continued operation and future health, to shareholder buy-sell agreements.
Department of Labor’s Fiduciary Rule - What investors need to know
Submitted by Durbin Bennett on September 26th, 2016How to Keep Your Life Insurance Costs Down
Submitted by Durbin Bennett on September 12th, 2016
With rates as low and competitive as they have ever been, it’s as close to a “buyers” market in life insurance as you’ll see. Still, with a goal to be as efficient as possible with financial resources, curbing all costs and expenses is a priority for most people, and buying life insurance is no different.