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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Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Beacon Wealth Management operates independently of Cambridge. This communication is strictly intended for individuals residing in the states of DC, DE, FL, MD, NC, OH, PA, SC, TN, TX, VA, and WV. No offers may be made or accepted from any resident outside the specific state(s) referenced.

 

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