by PensionQuote Inc. | Oct 19, 2017 | blog, Industry News Links, Uncategorized
The clock is ticking if you were hoping for large tax deduction for this year. I know many business owners are frustrated with the relatively small contribution limits of their 401(k) and/or profit sharing plans. If you share that frustration, it’s time to consider...
by PensionQuote Inc. | Oct 13, 2017 | blog, PensionQuote Blog
Clemson Coach Dabo Swinney What do Clemson football coach Dabo Swinney and University of Michigan rival Jim Harbaugh have in common? Tax-advantaged life insurance plans that have made them the richest coaches in the D-1 big leagues. They are part of the top paid...
by PensionQuote Inc. | Oct 6, 2017 | blog, Industry News Links, PensionQuote Blog
Financial Friday: Get Your Clients’ Attention in Q4 “Let’s Discuss Ways To Reduce This Year’s Income Tax Right Now!” Now that’s a CTA (Call to Action) that will get your client’s attention; especially in the 4th quarter when many of your business owner clients are...
by Ileana Bravo | Jan 20, 2016 | blog
No, they won’t work forever, so with the current lackluster performance of the stock market, now is the perfect time to get creative in order to meet your clients’ retirement goals. It is critical to be sensitive to their desire to accumulate money quickly, save...
by Ileana Bravo | Jan 13, 2016 | blog
Now that the holiday ornaments are in storage and the merriment has died down, it is time for sobering new beginnings— a new diet, a new workout routine, New Year’s resolutions; a fresh start. But 2016 also brings sobering realities financially. A shaky economy,...
by PensionQuote Inc. | Nov 11, 2015 | blog
As another year winds down, it is again time to reach out to high-income clients to review how the wins and loss columns are stacking up as it relates to taxes. Q4 is when these big money clients sit down with money managers— financial advisors and...