by Chris Wholehan | Sep 30, 2020 | Life
Chris WholehanPresident As we come to the end of Life Insurance Awareness Month, and at the same time look ahead toward the upcoming Tax Season, advisors can use the fourth quarter of the year to help their clients position assets to have a meaning impact on their...
by Chris Wholehan | Aug 25, 2020 | Long Term Care
Chris WholehanPresident As financial advisors, we provide a lot of advice to help our clients feel safe and secure in their financial/retirement planning. We cover many topics, directing them on their investment options, insurances, health care, taxes, gifting, and...
by Chris Wholehan | Apr 30, 2020 | Long Term Care
As we all gear up for another tax season, help your clients take advantage of some current-day tax codes to help in their Long-Term retirement planning. Over the last two decades multiple new tax codes have provided tax incentives for those looking to protect the...
