Guaranteed Lifetime Income: Where Does It Actually Come From?
If you have spent any time preparing for retirement, you have probably heard some version of the same advice: make […]
The Income Floor
Most people spend their working years focused on one retirement question: how much do I need to save? It is
Is an Executive Bonus Plan Right for Your Business?
Executive Benefits Series — Reward & Retain Your Best People (Part 6) Not every business needs an Executive Bonus Plan.
Turning Today’s Bonus Into Tomorrow’s Retirement Income
Executive Benefits Series — Reward & Retain Your Best People (Part 5) Most bonuses are gone within weeks. They’re spent,
How a Restrictive Endorsement Agreement Works
Executive Benefits Series — Part 4 One of the greatest strengths of an Executive Bonus Plan is that the employee
How an Executive Bonus Plan Works
Executive Benefits Series — Part 3 An IRS Section 162 Executive Bonus Plan allows a business to reward and retain
A Bonus That Builds an Asset
Executive Benefits Series Most bonuses disappear almost as quickly as they’re received. They’re spent on everyday expenses, deposited into savings,
The Employee You Can’t Afford to Lose: Why Retention Starts Before They Leave
Executive Benefits Series Every successful business has one. The employee everyone depends on. The one who solves problems without being
The Biggest Risk to Your Retirement Isn’t the Market. It’s Not Having a Plan to Replace Your Paycheck.
What if the biggest risk to your retirement isn’t the market, but not having a plan to replace your paycheck?
Why Retirement Income Is a Different Discipline
“I don't like annuities.” A fellow parishioner and financial planner said that to me recently during coffee hour after church.