Private Practice IndividualsPlease take a few minutes to watch these videos and learn about the valuable advantages they explain. My business is helping people save, grow and protect their money. If you would like to learn more or ask specific questions please let me know by contacting me today.
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412(e)3 Pension PlanAccording to the Gallup Small Business Index, 6 out of 10 small business owners intend to delay retirement because they haven't been able to save enough money or because stock market or real estate losses will significantly depreciated the value of investments they were depending on for retirement. Watch this video to learn how a 412e3 Pension can help.
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Professional DIAs highly educated trained and skilled professionals we have much more at risk than most other occupations. The substantial investment made in time and money in the education, training and experience as well as the office systems and staffing that enable us to earn much higher compensation than other occupations. But when a serious illness or accidental injury prevents us from earning our income we lose the return on this investment. Watch this video to learn more about how to protect your professional investment.
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BOE DisabilityAs small business owners or professional practitioners, we are responsible for some or all of the monthly expenses required to keep our office open. But if we experience a serious illness like cancer or a heart attack, will our partners or employees be able to pay this expenses? Watch this video to learn more.
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Lifetime Tax StrategyMost of us think that we're already doing all we can to minimize our taxes and ethically take advantage of the tax code to pay no more than we need to. But the US tax code is very complex and taking advantage of the long-term implications between deductions, deferrals, and exemptions is difficult. Failing to do so over 20 years can cost you hundreds of thousands of dollars. Watch this video to find out how to be sure you're taking maximum advantage of what the tax code allows.
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Key PersonMore than 2 million employees between the ages of 25 and 55 die every year and more than 2 million others are permanently disabled. What if your business loses one of the key people most responsible for it's competitive advantage? The effects on the business can be costly and disruptive. Watch this video to learn how Key Person insurance can protect your business from losing one its most important assets.
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Business DisruptionThose of us who have accumulated substantial wealth will often protect our capital assets from tax liabilities, market devaluations and liquidity demands by fundiung a cash reserve asset that is guaranteed to grow without taxation or investment risk. Watch this video to learn more about a cash-reserve asset that allows us to access our money tax-free whenever we need cash.
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Private Equity BankingWhenever we purchase anything with a credit card or borrow money to buy something we pay more in interest to the bank than we earn on our own savings or investments. So we pay more money to borrow money than we make saving money. So what can we do? Become our own bankers and profit from our own borrowing. Watch this video to learn how.
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IRA RolloverThe money we keep in a 401k, 403b, or IRA is typically charged fees of 1-2% for administrative services and management expenses in any given year. It may not seem like much but those deductions can be very costly because every 1% we payout in fees each year will leave us with 20-30% less money at retirement potentially costing us hundreds or thousands of dollars a month during retirement. Watch this video to learn how an IRA rollover can be your solution.
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Indexed AnnuityMedicare can be very confusing. With Part A for hospital services, Part B for medical services and Part D for prescriptions. Each with different co-pays, deductibles, as well as separate fees or charges and various exclusions and restrictions. That's why most people also get Medicare Supplement coverage but it's expensive. Watch this video to learn more about how a Medicare Savings Account can help you.
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Taxes, Risks & FeesWe all want the money we save for retirement to last as long as we do and provide us with as much income as possible without any risk of running out of money. The money we save in a 401k, 503b, IRA or SEP plan is simply not the best way to grow and protect our retirement savings or provide retirement income for the rest of our lives without running the risk of running out of money. Watch this video to learn about a better solution.
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IRA ConversionHere's the Problem, the money in your IRA is not all yours as much as 40% of it maybe more of it belongs to the government, Because your IRA money is only tax deferred, it is not tax exempt - and you've got to pay tax in every dollar in your account even if you leave it all to your family. Watch this video to learn more on IRA Conversion.
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