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Category: Personal Planning

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Home ▻ Archive by category "Personal Planning"

✎2021 COLA Numbers

Posted November 6th, 2020 by Pat Marget & filed under Advisor, Banking, Executive Benefits, Personal Planning.

The 2021 Cost of Living Adjustments for various qualified retirement plans and other amounts have recently been released by the Internal Revenue Service. The numbers have been updated based on IRS… Read more »

✎Key 2020 CARES Act Provisions

Posted April 15th, 2020 by Shannon Krause & filed under Personal Planning.

On March 27, 2020, the President signed the Coronavirus Aid, Relief, and Economic Security Act (CARES Act). The $2 trillion aid package will provide financial aid to families and businesses… Read more »

✎The Role Life Insurance Plays in Business Planning

Posted October 4th, 2018 by David Fritz & filed under Banking, Executive Benefits, Personal Planning.

Being in a leadership or ownership role in a business is not an easy task, a lot of time and work goes into the roles necessary to lead the company. … Read more »

✎Business Succession Planning

Posted June 12th, 2018 by David Fritz & filed under Banking, Executive Benefits, Personal Planning.

The Purpose of Succession Planning As the Senior Leadership teams in the business industry approach retirement, creating and developing the company’s succession plan is critical.  Along with creating a succession… Read more »

✎PATH Tax Act Extends Breaks for Individuals & Businesses

Posted February 23rd, 2016 by David Fritz & filed under Personal Planning.

At the end of 2015, Congress passed a bipartisan act called the “Protecting Americans from Tax Hikes Act of 2015” (PATH Act).  The bill extends some tax breaks for individuals… Read more »

✎Something our Kids Don’t Learn in School – How to Secure their Finances

Posted November 18th, 2015 by Pat Marget & filed under Personal Planning.

Proud moms and dads across the country spend millions of dollars every year on their children’s education, beginning with private grade schools and continuing to Ivy League graduate programs. One… Read more »

✎Estate Planning is Ever-Changing

Posted October 19th, 2015 by Pat Marget & filed under Advisor, Personal Planning.

Amy Vos – Case Coordination and Support Estate planning is changing as tax laws are changing. Factors that impact the decision to use a lifetime gift or include as an… Read more »

✎The Latest on Retirement

Posted July 28th, 2015 by Pat Marget & filed under Personal Planning.

Lindsey M. Bessy, ALMI, CLTC, MBA, CLU, CASL – Financial Advisor The idea of retiring at age 65 might be a trend of the past according to recent surveys such… Read more »

✎Estate Planning is Changing as a Result of the American Taxpayer Relief Act of 2012

Posted May 13th, 2015 by David Fritz & filed under Advisor, Personal Planning.

Sataya Froemming- Client Service for Estate Markets With the enactment of the American Taxpayer Relief Act of 2012, balancing income and estate tax planning has become a focus of clients… Read more »

✎Permanent Life Insurance: Policy Loans Provide a Living Benefit

Posted April 8th, 2015 by Pat Marget & filed under Advisor, Personal Planning.

Dylan Habeeb- Products and Case Design The words “life insurance” are generally associated with funds available at death. While this is true, there are also benefits to permanent life insurance… Read more »

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