We always thank our friend & colleague Ivie Burns for keeping us updated on retirement benefit tips. As part of last year’s Bipartisan Budget Act of 2015, Congress approved some major changes to Social Security which could impact your benefits. Designed to eliminate “loopholes,” the new rules will mostly impact married dual-income couples. It is estimatedContinue reading “Guest Post: Social Security Loopholes Take a Hit”
Category Archives: Strategic Planning
Guest Post: Surviving Worker’s Compensation Claims
Welcome to our friend Marvin Brown for this week’s guest post. His team at ARCpoint Labs of Murfreesboro is a great resource to reduce your company’s for liability. What do these cases have in common? Janet injures her hand while intoxicated. Tom loses his hand with methamphetamines and alcohol in his system Tony experiences 3rd degreeContinue reading “Guest Post: Surviving Worker’s Compensation Claims”
It’s 2015: Do You Know Who Your Beneficiaries Are?
Thanks to our friend Ivie Burns for this week’s guest post. When was the last time you checked your designations for beneficiaries in your retirement plan, annuity or life insurance policy? If you haven’t examined it since the account was set up, you are not alone. But don’t hesitate. If you have switched jobs, becomeContinue reading “It’s 2015: Do You Know Who Your Beneficiaries Are?”
Business Transition: Plan Early, Communicate Often
Business transition can be a difficult process without a plan.Our friend and colleague Ivie Burns provides some great advice to business leaders. A 2012 study concluded that about half of family business owners intend to pass the company on to the next generation.1 If you have yet to navigate the often choppy waters of transitioningContinue reading “Business Transition: Plan Early, Communicate Often”
Guest Post: 3 ways financial planning benefits leaders
Our friend and colleague Ivie Burns offers business leaders three great benefits to having a well-thought out financial plan. Who needs a financial plan? The short answer is everyone. Even if you have limited resources, a plan can be a critical tool toward achieving your long-term financial goals. At its simplest, a financial planContinue reading “Guest Post: 3 ways financial planning benefits leaders”