Financial Planning
types of buy sell agreement

Types of Buy-Sell Agreements, What They Are and Which One is For You

Business ventures are extremely valuable entities. Financial strength after so many years of management is not the only driving factor of value, however. Often, the most valuable aspect of a company is the partners who oversee it, individuals who have dedicated immense amounts of resources into its successful cultivation and positive reputation. When circumstances lead…
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living benefits

Living Benefits Life Insurance for Business Owners

Do you have the peace of mind knowing your business could survive even if you had a heart attack? What about stroke or cancer; would you have access to money to cover the expenses? Did you know life insurance could be so much more than just death insurance and in fact help out while you…
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roth 401k vs 401k

Roth 401k vs 401k for High-Income Earners, Which is Best

Without extensive knowledge on the subject, finance can sometimes seem like alphabet soup with the many account names and acronyms that exist indicating so many different things. Even more than the names, the qualifying rules and implications of the many types of closely named aspects of finance can be quite confusing. When it comes to…
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Doctor Retirement Plan, Your Guide to Retiring Successfully

Retirement: the stage of your life that you spend so many hardworking years in preparation for. It’s more common than you might think for people to have a very solid vision for what they’d like their retirement to look like, but a very foggy vision of the steps that they’re going to take to properly…
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New York City Wealth Management

New York City Wealth Management, Navigating Wealth in the City That Never Sleeps

The ‘big apple’ is a city that has become well known for a great number of industries and niches that make it one of the country’s (and world’s) most popular city destinations. With upwards of 8 million residents, New York City is the 1st largest city in the United States and one of the largest…
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police officer retirement plan

Police Officer Retirement Plan, Is Your Pension Enough?

Retirement looks different for individuals depending on the field of work that they are in. Depending on your occupation, you have varying degrees of income, and therefore a different number of years that are respectively spent working toward retirement, and actually spent in retirement. Different occupations also include different retirement benefits, which may include options…
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