Sales Category Archives
A focused dive on the Sales category.
The Hidden Risk to Retirement: How a Simple Strategy Can Save Your Estate from Long-Term Care Costs
Advisors hear it all the time: Long-term care insurance is too expensive. Or, I have enough assets to cover my own expenses. But a recent Wall Street Journal article paints a very different picture. One family spent $1.3 million over…
The Restricted Property Trust: Maximizing Benefits For High-Earning Professionals
The world of financial planning teems with strategies designed to optimize savings, reduce tax burdens, and protect one's hard-earned assets. Among them, the Restricted Property Trust (RPT) stands out, especially for high-income business owners and professionals. By intertwining with Section…
