First and foremost, let us make one thing very clear, life insurance has very legitimate purposes for many people planning for their, and especially their loved ones’, future. That said, in my experience, no single product is more widely abused by commission-hungry salesmen than life insurance. In my view, any insurance is a difficult pill to swallow.
Roadmap to Selling Your Business
It is an event every business owner has thought about – selling the business. This guide is no substitute for an ongoing relationship with an advisor, but it should serve as a roadmap for making the most of your post-sale life.
A Business Plan Can Be Your Guide to Growth
Whether you’re a current business owner or a budding entrepreneur burning with the next great idea, one of the most important steps you can take on your road to success is creating a business plan.
Fiscal Responsibility Act of 2023
The Fiscal Responsibility Act of 2023, signed into law on June 3, 2023, suspends the federal debt ceiling until January 2025. Learn about the significant provisions in this legislation below.
Retirement Plans for Small Businesses
If you are self-employed or own a small business and you haven’t established a retirement savings plan, what are you waiting for?
Hurricane Idalia, Are you covered?
As Tropical Storm and potential Hurricane Idalia approaches the West Coast of Florida, here are the top 5 things you should know as an insured…
Florida Carrier List
Florida Carrier List
Business Succession Planning
When developing a succession plan for your business, you must make many decisions. Should you sell your business or give it away?
Designing a Benefits Package for Your Small Business
If you’re a small business owner, you face many challenges in growing your company. One of them is recruiting and retaining the best talent for your needs.