by afa | Sep 1, 2022 | Blog, tax
Don’t lose all your hard-earned money to taxesTax planning is an essential part of managing your money – both while living and after your death. You want to maximize the amount of money to your beneficiaries, not the government. We have three tips to help you reduce...
by Sabre Strategic Partners | Aug 4, 2022 | 2022, Blog, Uncategorized
Jonathan has retired from Sabre. We wish him...
by afa | Aug 1, 2022 | Blog, business owners, corporate, tax
Five Ways To Withdraw Money From Your Business In A Tax-Efficient MannerYou have worked long and hard to build up your business, and now you are ready to withdraw money from your business’ bank account. But you don’t want to get hit with a huge tax bill....
by afa | Jul 7, 2022 | 2022 Only, Blog, CLU Comment
COMMENT for July/August 2022COMMENT is an informative newsletter targeted to the unique niche that CLU advisors occupy in the financial services industry, with a focus on risk management, wealth creation and preservation, estate planning, and wealth transfer.Recent...
by afa | Jul 6, 2022 | Blog, Financial Planning
The Six Steps to Financial PlanningMany people put off planning for their financial future because they’re overwhelmed with all the decisions they have to make. The good news is that there’s help at hand – in the form of a certified financial planner. A certified...
by afa | Jun 3, 2022 | Blog, Insurance, Life Insurance
The Five Steps to Insurance PlanningOne of the first “grown-up” things you do is to get insurance. Maybe it’s renters’ insurance when you’re first starting out. After that, you move on to life insurance, home insurance, and car...
