Overfunded Life Insurance: A Strategy Used By The Wealthy
Overfunded life insurance, max-funded, or overstuffed – they’re all pointing to the same strategy of taking advantage of your life insurance policy to protect and grow your wealth. This is a great financial strategy for high-earners who have maxed out their other...
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Tax Strategies for High-Earners with Steve Smith
Welcome to Season 3, Episode 1 of Meet the Expert® with Elliot Kallen! In this episode, Elliot Kallen brings on Steve...
What You Should Know Before Hiring an Advisor for Retirement Planning
A financial advisor is a great resource for retirement planning. A retirement financial advisor will help you create a plan that will allow you to have the resources you need to support yourself in retirement. Not all financial advisors are the same. You should do...
The Facts to Consider Before Hiring a Financial Advisor
These looming questions can make financial planning difficult and daunting for investors like yourself, causing you to worry a lot. It doesn't have it to be this way. Where and how much should I invest my money? What is my net worth right now? What are my options for...
How to Hire A Financial Advisor: What You Should Know
Nearly everyone has been affected by the recent pandemic. Many people and organizations found it important to plan ahead for the unexpected. Many people have had to struggle during the pandemic. However, they were able to plan well and weather the storm without being...
Thinking Beyond Checkbook Philanthropy
Are you a checkbook Philanthropist? Writing a check to your favorite charity at the end of the year is a generous way to support a cause or organization that you care about; there’s no doubt about that. If this is the extent of your charitable giving, however, then...
5 Retirement Strategies for High-Earners
Planning for your retirement as a high-earner includes building a much larger nest egg than average that supports your lifestyle long after you decide to stop working. If you’ve been blessed with a high income, you may think you’re maximizing your savings if you...
Top 5 Reasons You Must Invest In an Annuity Today
Annuities are growing in popularity as a key financial strategy to add to your retirement plan. People have had a huge wake-up call after the Covid pandemic about the importance of planning for the unexpected. It’s no surprise that everyone is rethinking their...
Retirement Considerations: Renting or Homeownership?
As you approach retirement, it’s common to want to adjust your living arrangements to meet the needs of your changing lifestyle. Retirement brings about changes that will impact your income, savings, habits, and travel plans. Rather than feel held back by your living...
A Woman’s Guide to Financial Planning
Women have come a long way since the women's rights movements of the 60s and 70s. Today, women are graduating from college at higher rates, represent about half of the workforce, and occupy 29 percent of senior management roles. Women are a true financial...
Spring Clean Your Finances and Invest in Your Future
Building wealth requires regular maintenance and attention to detail. Just like seasonal chores, a spring finance refresh might be exactly what you need. Spring is a great time to dust off the running shoes, hone in on your healthy habits, enjoy time with loved ones,...
Ethical Investing: A Green Portfolio One Choice at a Time
If you could make an impact on the course of society with your investments, would you? As the world of business and finance continue to merge with the world of sustainability and global impact, a trend towards ethical investing continues to gain momentum. There's...
Modernize Your Business for the Metaverse
The new wave of the internet is here — or at least it’s in the making. Discussing the Metaverse with someone out of the technology loop can be painful, and the fault isn’t on them. It’s like describing a color they’ve never seen before or a concept they’ve never...
What Investors Should Expect in The Next Few Months
As we approach the second anniversary of the pandemic that swept the world, the economy continues along its winding path toward normalization. Despite exceeding growth expectations at the end of 2021, this January has proved to be one of the most volatile for traders...
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