Insurance, Wealth Management

Deductions for the Average American: Put More Money in Your Pocket

BY Admin | April 3, 2017

The average American will pay approximately $10,000 in taxes every year. Of course, this number varies by income level, and the taxes often seem high no matter which rate applies to your particular situation. But, what if there was a way to significantly decrease your taxes owed by reducing your taxable income without changing your…

Tax Planning, Wealth Management

5 Secrets About Pension Plans & Income Tax Benefits

BY Admin | March 29, 2017

Not all wealth management tools are created equal. Further, some asset protection tools work better than others as well. Despite the fact that 10,000 people are turning age 65 every day in the United States, the majority of these individuals do not know the many benefits of pension plans as a means of wealth management.…

Asset Protection, Finances, Insurance, Small Business, Wealth Management

Expert Interview Series: Matthew R. Etzler of Etzler Financial Advisors About Effective Wealth Management With the Goal of a Worry-Free Retirement

BY Admin | January 23, 2017

Matthew R. Etzler is an independent fiduciary advisor that helps people make smart decisions to live a more meaningful life and avoid costly mistakes along the way. We had a chance to speak with Matthew about the importance of financial planning and its role in helping Americans retire comfortably. Tell us a bit about your background.…

Asset Protection, Finances, Insurance, Tax Planning, Wealth Management

Expert Interview Series: Cary Carbonaro, Author of The Money Queen Guide, About Financial Literacy and Wealth and Asset Management for Women

BY Admin | December 22, 2016

Cary Carbonaro, CFP® MBA, is an award-winning, nationally-known personal finance expert, the managing director of United Capital, a dynamic keynote speaker, a CFP Ambassador, and the author of the best-selling Money Queen Guide. We had a chance to chat with Cary about financial literacy challenges that women face and how to overcome them. Tell us a…

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