https://youtu.be/UowmQSng8jU?si=20LBkKrGgEY8hnvS Tune in for a few ideas on how to uncover financial vulnerabilities while also maximizing financial opportunities. As Todd Taskey relates to Ken's expert perspective, "there is probably more opportunity to reduce taxes and increase benefits through your business t [...]

Typically, insurance is considered an expense or a liability since insurance coverage such as home, auto, health or liability take money out of your pocket. But, what if there was an insurance product that put money in your pocket? Today, a portfolio of life insurance can serve as a separate asset class – one that [...]

Following the death of a loved one, there are several matters to tend to that can be overwhelming at best.  These include personal, administrative, financial, and legal matters.  The importance of getting organized will help in addressing things in a timely manner, as well as avoiding unwanted situations or [...]