I recently met with an insurance salesman who told me I should buy whole life insurance to fund my retirement, would you agree it could be an investment?
I'm a small business owner, and I recently met with my tax advisor and he stated that I needed to consider making larger contributions to my retirement funds to alleviate my tax burden for 2016. What are some of the things I can do to defer my taxes until after I retire?
I am a Federal Employee and I feel like our benefits are not that great. I have been thinking about switching jobs. What do you think of the Federal Benefits Package?
I'm a retired doctor and 20 years ago I set up a Living Trust and an ILIT Trust to help pay my estate taxes. Today I am worth about a million dollars, do I still need those trusts?
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